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

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