Wealth Relationship Manager
2 days ago
Total years of Experience: 1 to 2 years
About the Role:
We are looking for a motivated and dynamic Investment Relationship Officer to join our growing team. The ideal candidate will be responsible for developing new business opportunities, acquiring clients, and building long-term relationships to drive revenue growth. Candidates with experience in stock broking, mutual funds, or financial services will be preferred.
Key Responsibilities:
- Identify and generate new business opportunities through digital platforms, referrals, and on-field initiatives.
- Engage with company-provided leads to convert them into active partners and associates.
- Acquire new Authorized Persons (APs), Sub-Brokers, Business Associates, and Channel Partners to strengthen business expansion.
- Provide comprehensive setup and operational support to existing Authorized Persons for seamless business execution.
- Achieve assigned business growth and revenue targets in line with organizational objectives.
- Present and articulate business proposals and partnership models effectively to potential prospects.
- Develop and customize business solutions based on each prospect's needs and market potential.
- Maintain accurate, real-time records of all client interactions and progress within the CRM system.
Job Type: Full-time
Pay: ₹18, ₹25,000.00 per month
Work Location: In person
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