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Relationship Manager Sales Manager Senior Relationship Manager

Company Name Confidential

Keywords / Skills : Sales Manager, Business Development Manager, Relationship Manager, Direct sales, Insurance, Asset Management, Mutual Fund, Wealth Management

1 - 10 years
Posted: 2018-12-07

Nationality
India
Industry
Banking/ Financial Services
Insurance
Function
Sales/ Business Development
Role
Sales Exec/ Sales Representative
Relationship Mgr/ Account Servicing
Business Development Executive
Key Accounts Manager
Education
Any graduate
Salary
3.00 - 6.50 lacs
Posted On
7th Dec 2018
Job Description
- Acquisition of new clients and formulating strategies to increase the client base.

- Dealing with existing clients.

- Preparation and execution of financial planning.

- Regular portfolio review of client.

- Providing advisory services into various instruments majorly in General Insurance, Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.

- Approaching need based product to the client through financial planning.

- Access the portfolio risk according to changing market situation.

- Generating the revenue primarily through core products.

-Candidate with NISM MF - Series VA / PGDFP /MFP Certification will have an added advantage though not essential. 

Salary Offered : 3-6.5 LPA

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