Relationship Executive

6 days ago

Bhopal, India Recapita Finance Private Limited Full time

We are urgently hiring for **Relationship Executive **in Mutual Fund Department.

**> Location: Bhopal**

**> Experience & Fresher Both are can apply**

**> Department: Mutual Fund**

**> Position: Relationship Executive**

**Reporting to: Reporting Manager**

We are looking for a relationship executive who can contact Clients over the phone and meet in person to establish and maintain a strong relationship with them. Also, to acquire new clients by introducing our products. The person should also be capable of developing business by up-selling, cross-selling, and rendering satisfactory customer service.

**Roles And Responsibilities -**

1. To cross-sell Mutual funds, Bonds/NCDs other financial products businesses to the existing set of customers.

2. Sourcing customers for Mutual funds, FDs, and Bonds within the assigned region.

3. Cross Sell and Up Sell the existing set of mapped customers.

4. Good Communication and speaking well.

5. Increasing overall Mutual Fund AUM and All Fixed Deposit

6. Add new customers to the MFIS channel

7. Market Analysis, Sales Scripts, One-off research briefings, and crisis communication.

8. Ensure periodic Portfolio review counseling for high-end and Select Clients is conducted.

9. Daily Sales meetings, Telephonic Calls, DSR, Customer Servicing, etc.

10. Achieving Revenue targets month on month.

**> Preferred - **NISM Certified

**> Salary - **12000 to 20000 (per month)

**> Qualification - **Graduate or Post Graduate (required)

**> Address - **10, Kolar Rd, Amaltas Phase I, Chunabhatti, Bhopal, Madhya Pradesh 462016

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹12,000.00 - ₹18,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Provident Fund

Supplemental pay types:

- Performance bonus
- Quarterly bonus

Ability to commute/relocate:

- Bhopal, Madhya Pradesh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9109915411

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