Relationship Executive

• The Relationship Executive role at Golechha Capital comprises of a job profile wherein an individual has the major responsibility of carrying out the distribution of financial products across client forums
• It is essential to provide apt financial advice to the client and this role encompasses personalized financial advice to clients which shall be done on an individualistic basis
• The Relationship Executive shall report to the Assistant Relationship Managers and be responsible for coordination with the team and meet the sales targets
• This role would require ownership of primary and secondary sales in the country, effectively leading the distribution
• There shall a training program wherein the Executives would be required to get an in depth understanding of the all Financial Products, business functionality, and technological advancements at Golechha Capital Pvt Ltd
• The training enables the Executives to understand and meet the high expectations of the company and exceed those of its clients
• bachelors degree in any field, Commerce preferred Basic understanding of Microsoft Products Entrepreneurial and proactive attitude Strong understanding of financial products:
• o Mutual fundso Portfolio Management Services
• o Financial instruments Outstanding interpersonal and communication skills
• Strong analytical ability
• Business Ownership
• Ability to undertake challenges
• Eye for detail
• Passion for learning and growth of business

Responsibilities

• Serve as a Financial product Executive across major product segments (Mutual Funds, PMS, etc)
• Client acquisition and client retention capabilities Communicate products investment philosophy, process, and positioning along with current market trends to internal and external clients
• Develop knowledge of industry, trends and be up to date with latest trends and other marketing materials to improve client experience
• Assist with completion of client requests and proposals
• Be highly proactive and generate high potential client conversion
• Prepare monthly and quarterly reports for clients and respective distribution channel
• Hands on experience working directly with clients Adjust sales targets according to individual goals
• Ability to diverge into any major product offering post induction period
• Acquisition of several skills High visibility in career path at the firm Direct interaction with HNIs and Investment Product Managers (ICICI, Reliance, DSP Blackrock, Motilal Oswal, etc)