Financial Services Representative
1 month ago
The Karvy Growth Hub is seeking a skilled Relationship Manager to join its team of finance advisors. As a Relationship Manager, you will be responsible for building relationships with individual customers and distributors, and for selling financial and investment products such as fixed deposits, mutual funds, and portfolio management services.
This role requires a strong understanding of financial products and services, as well as excellent communication and presentation skills. You will work closely with the Cluster Head and Zonal heads to drive sales and grow your assets under management.
To succeed in this role, you will need to be passionate about investment products and sales, and have a strong ability to analyze and review customers' existing portfolios. You will also need to have excellent communication and presentation skills, and be able to sell and close prospects.
We offer a competitive compensation package and opportunities for career advancement to leadership roles such as Area Manager and Cluster Manager. If you are a motivated and results-driven individual with a passion for sales and finance, we encourage you to apply for this exciting opportunity.
Key Skills and Requirements
- Strong understanding of financial products and services
- Excellent communication and presentation skills
- Ability to analyze and review customers' existing portfolios
- Strong sales and closing skills
- NISM Certification (MF module) and compliance
- Ability to work independently and as part of a team
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