Required Relationship Manager for Financial Security Company (Group of Leading Bank )Designation
– Relationship ManagerQualification
– Graduate/MBA Experience
– 2 years and beyond Certification
– NISM (Can clear post short listing also, if not certified)Background
– Banking, Insurance, Mutual Fund Distribution, MF knowledge is mandatoryLocation
– Ahmedabad, Pune, Ludhiana, Bangalore, HyderabadCurrent Notice Period
– 15-20 days.
Salary – Upto 4 lacs pa + Reimbursements
Age should not be more than 35
yrs.Responsibilities of Relationship Manager:
- To promote company's all products of Mutual Fund
- To up sell company's Mutual Fund products to Retail/ HNI Clients of company.
- To generate fresh leads and acquire clients through reference to shore up the clientele
- To achieve sales & revenue targets spread across product mix
- To achieve the business targets assigned in terms of up selling company's Mutual Fund products; enhancing & upgrading the Client Net worth relationships
- Profiling Customers and provide investment plan and financial advice to the client / HNI clients
- Ensuring the highest levels of service to the client / HNI Clients
- One point of contact for the assigned client
- To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly/ monthly calls.
E Mail – [HIDDEN TEXT] / [HIDDEN TEXT]
Mobile - +91 9924499277
Arth Solutions (Job Placement Consultancy)