Relationship Executive
2 days ago
Promote and sell mutual funds from leading AMCs, insurance policies, bonds, and other investment products.
- Identify and acquire new clients, including retail and high-net-worth individuals (HNIs).
- Develop and maintain strong relationships with existing clients to maximize investment opportunities.
- Conduct financial need analysis to recommend suitable investment options to clients.
- Meet sales targets and revenue goals set by the company.
- Execute marketing campaigns to generate leads through cold calling, networking, referrals, and digital platforms.
- Organize seminars, webinars, and financial awareness programs to educate clients about investment options.
- Collaborate with the marketing team to create promotional materials and content.
**Job Types**: Full-time, Permanent, Fresher, Internship
Pay: ₹10,000.00 - ₹14,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Commuter assistance
Schedule:
- Day shift
- Fixed shift
- Monday to Friday
- Weekend availability
Supplemental Pay:
- Performance bonus
- Yearly bonus
**Education**:
- Bachelor's (preferred)
Work Location: In person
**Speak with the employer**
+91 8697031443
Application Deadline: 28/02/2025
Expected Start Date: 15/03/2025
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