▷ [Apply in 3 Minutes] Relationship Manager

6 days ago


Mumbai, India AideWiser SolTek Full time

Job Title: Relationship Manager / Wealth Manager Location: - Santhome, Chennai – 2 Positions - Mumbai – 1 Position (Office to be finalized within a couple of months from the candidate’s joining; likely Andheri or BKC) Role: Acquiring customers for Mutual Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS/AIF, Estate Planning, etc., and managing their portfolios. Key Responsibilities: - Relationship management of mapped customers and handling their portfolios. - Increasing wallet share of existing customers. - Proactively generating references from existing customers and acquiring new ones. - Regular interaction with prospects and customers for business penetration. - Procuring business across multiple products and services and meeting revenue deliverables. - Opportunity to generate additional business through appointing Business Associates. Experience: - Minimum 3 years of relevant experience. - Experience in Mutual Funds is mandatory. - For Mumbai, minimum 4 years of Mutual Fund Relationship Management experience with strong product knowledge. Required Skills / Expectations: - Should possess an existing client base. - Proficient in English communication. Qualification: - Any degree. Enablers from the Organisation: - Expert team with rich industry experience to support sales conversions. - Comprehensive mobile app/web portal for execution, portfolio monitoring, and report downloads. - Strong focus on continuous knowledge enhancement and learning opportunities. Growth Trajectory: - Organisation with ambitious expansion plans offering early leadership opportunities for promising candidates. - Potential consideration for ESOPs based on value addition. Certification: - NISM V-A (Optional for Chennai, Mandatory for Mumbai).



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