Relationship Manager
22 hours ago
Roles & Responsibilities:
- Contribute to sales performance and sales goals for the allocated territory
- Develop key relationships with new & existing investors to drive new business and keep them up to date.
- Analyse, evaluate, and develop a tailored relationship strategy for each client.
- Coordinate with the operations team and assist clients in their investment journey.
- Actively assist and support marketing activities by working on events, summits, etc.
- Remain current on all aspects of the Alternative Investment industry and emerging products in this space.
Our Expectations:
- Proven track record in sales, especially in the financial services sector.
- Sound technical financial services knowledge
- Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly
- Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis)
- Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset.
Qualifications: -
- Minimum 2 to 5+ year experience as a relationship manager or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds
- Relevant degree in Business Administration, Law, or Economics (Bachelors or Master's degree)
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