Manager Client Relations
1 day ago
๐๐จ๐ ๐๐ข๐ญ๐ฅ๐: Manager Client Relations & Acquisition - Investments
๐๐จ๐๐๐ญ๐ข๐จ๐ง: Delhi NCR/Mumbai
๐๐จ๐ฆ๐ฉ๐๐ง๐ฒ: Fairvalue Insuretech Pvt Ltd
๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ ๐๐๐ช๐ฎ๐ข๐ซ๐๐: 2-3 Years (Financial Services/BFSI domain)
๐๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ: Fintech / Investments / Wealth Management
๐๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ฆ๐๐ง๐ญ ๐๐ฒ๐ฉ๐: Full-time
๐๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐๐ฏ๐๐ซ๐ฏ๐ข๐๐ฐ
We are seeking an ambitious and self-drivenย ๐๐๐ง๐๐ ๐๐ซ ๐๐ฅ๐ข๐๐ง๐ญ ๐๐๐ฅ๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐ง๐ ๐๐๐ช๐ฎ๐ข๐ฌ๐ข๐ญ๐ข๐จ๐ง - ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ to lead the acquisition and servicing of existing clients & partners. The ideal candidate will have a proven track record in financial product sales, strong client relationship skills, and an understanding of various investment instruments.
๐๐๐ฒ ๐๐๐ฌ๐ฉ๐จ๐ง๐ฌ๐ข๐๐ข๐ฅ๐ข๐ญ๐ข๐๐ฌ:
โข Drive sales of ๐๐ฅ๐ญ๐๐ซ๐ง๐๐ญ๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐ฉ๐ซ๐จ๐๐ฎ๐๐ญ,ย mutual funds through direct and partners.
โข Identify, onboard, and manage HNI/UHNI clients, and distribution partners.
โข Provide tailored investment/lending solutions based on client needs and financial goals.
โข Ensure compliance with regulatory and internal policies in all sales processes.
โข Build and maintain a strong pipeline of leads, manage CRM, and track conversions.
โข Conduct regular investor awareness and partner training sessions.
โข Coordinate with product and operations teams to ensure timely execution and delivery.
โข Monitor market trends and competitor offerings to refine go-to-market strategy.
๐๐๐ช๐ฎ๐ข๐ซ๐๐ ๐๐ค๐ข๐ฅ๐ฅ๐ฌ ๐๐ง๐ ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐:
โข Minimum ย 3โ6 ๐ฒ๐๐๐ซ๐ฌ ๐จ๐ ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ ๐ข๐ง ๐๐
๐๐/๐๐๐๐ฅ๐ญ๐ก ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ/๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ.
โข Strong network of clients, wealth managers, or financial intermediaries.
โข In-depth understanding of financial markets and investment products
โข Excellent communication, negotiation, and relationship management skills.
โข Ability to work independently and in a fast-paced, target-driven environment.
โข AMFI/NISM Certification preferred.
๐๐๐ฎ๐๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ฎ๐๐ฅ๐ข๐๐ข๐๐๐ญ๐ข๐จ๐ง:
โข Graduate/Postgraduate in Finance, Business, or related fields.
What We Offer:
โข A growth-centric work environment with high ownership.
โข Attractive performance-linked incentives and career progression.
๐๐จ ๐๐ฉ๐ฉ๐ฅ๐ฒ:
Send your resume to with the subject line: ๐๐ฑ๐ฑ๐ญ๐ช๐ค๐ข๐ต๐ช๐ฐ๐ฏ โ ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ณ - ๐๐ฆ๐ข๐ญ๐ต๐ฉ & ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐๐ฐ๐ญ๐ถ๐ต๐ช๐ฐ๐ฏ๐ด
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