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Relationship Manager for Wealth

Keywords / Skills : Relationship, Process Associate, CV, Policies, Financial markets, CRM, Cross selling, Interpersonal skills, financial products, Analytical skills

4 - 8 years
Posted: 2019-07-18

Industry
Consultancy
Function
Purchase/Logistics/Supply Chain
Role
Vendor Development Manager
Education
Masters
Post Graduate

Any graduate
Posted On
18th Jul 2019
Job Ref code
050218501991
Job Description
Job Description:

    Relationship Manager for Wealth
    Posted on -February 3, 2018 Designation :- Relationship Manager for Wealth
    Experience :-1.5 yrs 4 yrs
    Salary :- 5 lakhs-7 lakhs PA
    Location :-Zirakpur
    Desired Skills:-
    A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
    Good understanding of financial products and presentation of those to customers.
    Excellent customer relationship management.
    Excellent interpersonal skills.
    Good Analytical Skills.
    Good knowledge of Insurance/ Financial industry
    Ability to meet sales targets and production goals with the help of team
    Familiarity with industry s rules and regulations.
    To generate revenue from existing customers mapped and new clients.
    To execute cross sell products as per company policies and expand in all verticals.
    To keep one self-updated on the financial markets and in advisory products / services in particular.
    Qualification: ANY Graduate/ PG/ MBA .


About Company

T & A Solutions T & A Info Solutions is an offshore software outsourcing company from India offering software development services to Worldwide. We have specialised in providing Offshore development services exclusively for Shipping / Marine industry. Our offshore software outsourcing services and solutions are designed with a focus on secure, scalable, expandable and reliable business systems. We provide high quality services at low costs to our esteem Clients.
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