Relationship Manager

6 days ago

Ahmedabad Jamnagar Rajkot, India Mantras2success Consultants Full time

Job Description - Lead Generation: - Identify and onboard potential clients through cold calling, references, and market outreach. - Networking: - Build and leverage a strong referral network to generate new business. - Client Meetings: - Conduct online/offline meetings to understand client needs and recommend suitable investment products and schemes. - Client Advisory: - Offer tailored financial solutions that align with client goals and maximize returns. - Retention & Growth: - Ensure consistent client engagement, annual client acquisition targets, and relationship management. - Professional Development: - Stay updated on market trends by attending workshops, reviewing industry publications, and engaging with professional communities. - Fieldwork: - Actively participate in on-ground sales activities and client interactions. Experience: Preferred: Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, brokers or sub-broker working individually with insurance companies, -Minimum: 2-5 years in financial product sales/distribution Skills Required: - Strong market network and prospecting skills, tech savvy, and a people person. - Excellent communication, interpersonal, and negotiation skills. - Self-driven, target-oriented, hard-worker, and team player. Certifications:NISM VA, Insurance IC 38 or POS, willingness to complete upon joining Incentives & Growth - Attractive performance-based incentives. - Career growth opportunities in a leading distribution organization. - Regular training and development and exposure like never before. Key Skills : - Mutual Fund - Sales - Business Development - Client Relationship - Customer Relationship

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