Relationship Development Specialist

4 weeks ago


Mumbai, Maharashtra, India OneInsure (Robinhood Insurance Broker Pvt Ltd) Full time

The ideal candidate will be responsible for building and maintaining strong relationships with clients to understand their business objectives and challenges. This involves creating strategic recommendations based on this understanding and acting as the main point of contact for clients. Key responsibilities include up-selling MF products to Retail/HNI Clients, generating fresh leads, and profiling customers to provide financial products that meet their needs. The successful candidate will also be responsible for ensuring the highest levels of service to clients, providing investment planning and advice, and achieving sales and revenue targets.

Qualifications

  • 2-4 years' of client relationship experience from Investment Banking, Venture Capital, Private Equity
  • Function Area - Sale /Trading, Asset & Wealth Management
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills
  • Education - Graduate


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