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Relationship Manager

Mumbai
Full-Time
Junior: 1 to 3 years
Posted on Sep 07 2022

Not Accepting Applications

About the Job

Skills

Designation: Relationship Manager


Salary: upto 4.0LPA


***Candidate must have mutual funds product knowledge


Experience in mutual funds sales***


*NISM Certificate is mandatory*


Roles and Responsibilities

  • Acquire new clients and Increase engagement of existing clients by providing complete financial planning solutions.
  • Review and diversify existing client portfolios on a regular basis and provide guidance accordingly.
  • Responsible for delivering SIP / Lump sum targets
  • Up selling of Third party financial products Life & Non-Life Insurance, Mutual Fund - SIP etc.
  • Deliver outstanding customer service with enthusiasm and a winning smile.
  • Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch


Qualifications


  • 1-6 years' of client relationship experience
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills


****To apply call on 8828123185***

About the company

A2Tech Consultants believe in providing the Best Recruitment Services to our clients. We aim at understanding our Client Objective in respect of Quality Human Resource Management and provide them with RIGHT resource necessary to meet their core business goals.

Company Size

11-50 Employees

Headquarter

Mumbai