Job Description
Key Responsibilities
• Focus primarily on B2B – channel partner acquisition
• Focus secondarily on acquiring HNI/corporate customers for investment portfolio management
• Cross-sell various products such as health insurance, motor insurance, life insurance, loans, etc
• Achieve sales goals from time to time
• Plan and execute sales promotion activities
• Handle investment portfolio with support of wealth expert
• Build and maintain professional networks
• Create and publish reports and MIS
• Perform data mining and profile filtrations
• Carry out other official tasks as communicated from time to time
Requirements
• Possess good communication skills in Hindi, English, and local language and strong interpersonal skills
• Demonstrate good logical aptitude and hardworking attitude
• Be organized and good in follow-up
• Show commercial awareness
• Be computer savvy
• Have knowledge about the area
• Hold graduate or postgraduate degree
About Company: We work on wealth management for HNI, corporate, and retail. With 40+ years of experience, our professionals in private wealth management, banking, and finance have an edge in terms of managing wealth portfolios more strategically.
• Focus primarily on B2B – channel partner acquisition
• Focus secondarily on acquiring HNI/corporate customers for investment portfolio management
• Cross-sell various products such as health insurance, motor insurance, life insurance, loans, etc
• Achieve sales goals from time to time
• Plan and execute sales promotion activities
• Handle investment portfolio with support of wealth expert
• Build and maintain professional networks
• Create and publish reports and MIS
• Perform data mining and profile filtrations
• Carry out other official tasks as communicated from time to time
Requirements
• Possess good communication skills in Hindi, English, and local language and strong interpersonal skills
• Demonstrate good logical aptitude and hardworking attitude
• Be organized and good in follow-up
• Show commercial awareness
• Be computer savvy
• Have knowledge about the area
• Hold graduate or postgraduate degree
About Company: We work on wealth management for HNI, corporate, and retail. With 40+ years of experience, our professionals in private wealth management, banking, and finance have an edge in terms of managing wealth portfolios more strategically.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager in Delhi position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
