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

Intrested candidate can contact me on 8828424049 & can also share there resume on Amrapali@a2techconsultants.com