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63 Ave-Promagne Jobs

Relationship Manager - Wealth Management & Sales - BFSI (1-9 yrs)

1-9 years

Relationship Manager - Wealth Management & Sales - BFSI (1-9 yrs)

Ave-Promagne

posted 19hr ago

Job Role Insights

Job Description

Wealth Management & Sales Manager


- Budget: 18 LPA - 30 LPA.


- ESOPS can be provided to B-School candidates only.


- Heavy portfolio management and sales experience preferred.

Responsibilities:

Job Description of Relationship Manager:

- To promote all the product line of Mutual Fund

- To up sell Mutual Fund products to Retail/HNI Clients

- To generate fresh leads and acquire clients through reference to shore up the clientele

- Profiling customers and provide Investment plan & 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

- Qualification & Experience: Graduate/Postgraduate

- Designation: Relationship Manager

Desired Skills:


- Should possess effective communication and presentation skills

- Ability to convince and negotiate with a confident and determined approach

- Should be highly self-motivated and ambitious in achieving goals

- Should be capable of thriving in the competitive market

- Should be able to work in team and perform independently

- Work Status: Full Time

Skills:


- Negotiation


- AMC


- B2B Sales


- Mutual Funds


- B2C Sales


- Client Acquisition


- Financial Advice


- Relationship Management


- Investment


- HNI


- Generate Fresh Leads


- Presentation Skills


- Sales


Functional Areas: Banking/Insurance

Read full job description

What people at Ave-Promagne are saying

Ave-Promagne Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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