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Keywords / Skills : Business Development Manager, Relationship manager, Selling, Marketing, Account manager, Insurance, Mutual Fund Sales, Insurance, Mutual fund, Advisor, Insurance Sales, Banking Sales, Financial Sales

2 - 5 years
Posted: 2019-07-09

Job Description
Our client offers a smart way to invest to its customers. A mobile app that is a one stop investment solution for all mutual fund investment. They make investment easy and help users invest their savings just with a couple of clicks.

Job Description: Relationship/Wealth Manager

Positions :-Preferred RM (handling HNI & UHNI Clients only)

Products: Mutual funds & Insurance


• Any graduate + other professional qualification with minimum 2-3 years sales experience as business development

/ relationship manager / advisor / planner / wealth managerworking in a Private bank/wealth management set up.

• Should have NISM V A MF certification and NISM X A(Level 1) and NISM X B (Level 2) Investment Advisor

certification CFP / CWM / CFA would be added advantage

• Handle and manage clients.

• Experience of advising clients across asset classes.

• Strong analytical skills and ability to work in teams.

• Candidates having good vintage in their present as well as previous companies


• The Relationship Manager will be Responsible for Acquiring Preferred clients (HNI/Ultra HNI)

• Finding Potential Clients through different channels (Lead support system, Marketing activities, Own data base,

Referral ) and Manage existing client Base .

• Taking Appointments & meeting the clients on daily basis .

• Educating and guiding clients on different investment opportunities like Mutual Fund, Insurance etc.

• Generating , Identifying , Analysing individuals financial goals through Financial Assessment tool and execute the

same by providing unbiased solutions.

• Review Clients portfolio and keep them updated

• Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and

deepening the wallet from existing clients

• To research, investigate and update themselves on available investment opportunities/financial market trend to

determine whether they fit into clients’ portfolios.

• Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing

Delinquencies by ensuring proper Sales Process

• Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition

within the team.

• To conduct and assist in organizing seminars, workshops and other business development activities.

• Excellent track record of sales performance and achievement of targets

• Comfortable with field job which involves travelling and meeting prospects on a daily basis Strong passion for

working in a fast paced and result oriented environment

• Self-driven and able to take sales initiatives and operate independently within deadlines.

• Should be able to monitor and deliver results on targets

• Should be able to understand stock markets, debt markets, mutual funds, insurance and other areas such as Gold,

Real Estate, Commodities, Macroeconomics

• Should possess understanding of all relevant taxation and other laws relating to investments

• Should have very good numerical and analytical skills and flair for finance/ financial markets

Qualifications: -

Graduate /MBA/PGDM (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Salary will be line with the industry standards.

If the above opening is relevant to you and if the same interests you please share your latest CV with current location, current CTC, expected CTC and Notice period with us.

About Company

Flexi Port is a boutique recruitment firm and a digital platform. We help businesses hire trusted experts for full-time, consulting and freelance hiring.
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