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Rekrut

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3.4

based on 50 Reviews

48 Rekrut Jobs

Relationship Manager - Sales - Investment/Trading Product (4-8 yrs)

Upgrad Rekrut India

3.4

based on 50 Reviews

4-8 years

Rekrut

posted 7d ago

Job Role Insights

Fixed timing

Key skills for the job

Salesforce Banking Sales HNI Sales

Job Description

Exciting Opportunity in Mumbai!

- Position:- Relationship Manager

- Location:- Mumbai

- Channel:- Direct (HNI & Retail)

- Compensation:- Up to 12 LPA

- Key Responsibilities:-

- Upsell Mutual Fund products to Retail and HNI Clients, expanding clientele via referrals.

- Customize financial products to suit customer requirements.

- Deliver exceptional service to clients, especially HNI customers.

- Provide investment planning and guidance.

- Serve as the main point of contact for assigned customers.

- Cultivate and manage relationships with HNI and UHNI clients.

- Requirements:-

- Preferably NISM Certification.

- Experience in managing Retail and HNI Clients.

- Thorough understanding of Mutual Funds.

- Apply Now:-

Submit your resume or WhatsApp at 8826983696.