Job Description
Pl, send me a message / DM on LinkedIn.
Responsibilities
1. Meeting and Acquisition of new clients and formulating strategies to increase the client base.
2. Dealing with existing clients and visiting clients on a daily basis.
3. Preparation and execution of Financial Planning.
4. Regular portfolio review of client.
5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
6. Approaching need based product to the client through Financial Planning.
7. Access the portfolio risk according to changing market situation.
8. Generating the revenue primarily through core products.
Qualifications
• Bachelor's degree in business, marketing, or a related field.
• Minimum of 1 year of experience working in a financial sales role.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong relationships with clients.
• Strong analytical and problem-solving skills.
Responsibilities
1. Meeting and Acquisition of new clients and formulating strategies to increase the client base.
2. Dealing with existing clients and visiting clients on a daily basis.
3. Preparation and execution of Financial Planning.
4. Regular portfolio review of client.
5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
6. Approaching need based product to the client through Financial Planning.
7. Access the portfolio risk according to changing market situation.
8. Generating the revenue primarily through core products.
Qualifications
• Bachelor's degree in business, marketing, or a related field.
• Minimum of 1 year of experience working in a financial sales role.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong relationships with clients.
• Strong analytical and problem-solving skills.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager| Relationship Executive position is now open for candidates interested in the MIS Executive 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 MIS Executive is a plus.
