Urgent Opening- Relationship Manager/ Sr Relationship Manager
1 month ago
Position: Relationship Manager/ Sr Relationship Manager
Job Description:
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
Increase client database by meeting new clients and taking references from the existing ones and hence build
AUM.
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line.
Update and cross sell products to existing clients and update them about the primary and secondary market
trends.
Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding information, research and material of the organization.•
Conduct regular marketing activities with the regional marketing and product team by showcasing our
products and features and generate leads.
Knowledge:
Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,
fixed income, mutual funds, etc
Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and
assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge
of competitors, must provide sound and reliable advice to clients
Skills:
Social/Interpersonal Skills: have excellent socializing and relation building skills.
Communication Skills: have excellent communicating and listening skills, ability to explain complex information
clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong
logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and
conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request
for documentation
Preferred candidate profile
Desired Candidate Profile- Candidate Should have minimum 4 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS , AIF etc.
Perks and benefits
CTC- 4 lap - 8 lpa
Location- Across Mumbai, Pune, Ahmedabad, Nagpur, Baroda, Rajkot
Interested Candidate can mail there resume to
Regards
Shivani
Sr Executive- Talent Acquisition
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