Job Description
JOB DESCRIPTION:
Role: Relationship Manager/ Sr. Relationship Manager/
CTC: It’s not constrain for right candidate (Its Negotiable).
Experience: 1+ Year
Location: Delhi/NCR ( Noida, Gurugram & Gaziyabad)
Functional Area: BFSI, Investments & Trading.
Employment Type: Full Time, Permanent.
Education: Any Graduate.
Total Openings - No. 30+
Notice period: Most preferred for immediate joiner/ 15 days / 1 month.
Note- Must have experience into Direct sales (insurance/mutual fund)
ROLES AND RESPONSIBILITIES:
• Conduct daily sales calling with prospective new clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients basis their
requirements and goal.
• Conduct timely and regular follow ups with the leads and tag them on broadcasts
and new articles.
• Increase client database by meeting new clients and taking references from the
existing ones and hence build AUM and AUA for the branch.
• Review and diversify existing client portfolio on a regular basis and provide
guidance accordingly.
• Achieve financial goals of the clients through various product line.
• Update and cross sell products to existing clients and update them about the
primary and secondary market trends.
• Update self-regarding all schemes, products and solutions by regularly attending
trainings.
• Share regular communications with client regarding information, research and
material of the organization..
• Wealth / Portfolio Management understand client portfolio in terms of their risk
and reward appetite and assist them to achieve their financial goals
• Financial planning/ Investment Advisory have thorough financial and sector
knowledge as well knowledge of competitors, must provide sound and reliable
advice to client.
KEY SKILLS:
Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed
Deposits, Investment Banking, Health Insurance.
KNOWLEDGE:
• Product Knowledge have a detailed knowledge of all products related to Life
Insurance, general insurance, fixed income, mutual funds, etc.
• Wealth/ Portfolio Management understand client portfolio in terms of their risk
and reward appetite and assist them to achieve their financial goals.
• Financial planning/ Investment Advisory have thorough financial and sector
knowledge as well knowledge of competitors, must provide sound and reliable advice
to clients.
Interested Candidate can mail there resume
meghna. [email protected]
Role: Relationship Manager/ Sr. Relationship Manager/
CTC: It’s not constrain for right candidate (Its Negotiable).
Experience: 1+ Year
Location: Delhi/NCR ( Noida, Gurugram & Gaziyabad)
Functional Area: BFSI, Investments & Trading.
Employment Type: Full Time, Permanent.
Education: Any Graduate.
Total Openings - No. 30+
Notice period: Most preferred for immediate joiner/ 15 days / 1 month.
Note- Must have experience into Direct sales (insurance/mutual fund)
ROLES AND RESPONSIBILITIES:
• Conduct daily sales calling with prospective new clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients basis their
requirements and goal.
• Conduct timely and regular follow ups with the leads and tag them on broadcasts
and new articles.
• Increase client database by meeting new clients and taking references from the
existing ones and hence build AUM and AUA for the branch.
• Review and diversify existing client portfolio on a regular basis and provide
guidance accordingly.
• Achieve financial goals of the clients through various product line.
• Update and cross sell products to existing clients and update them about the
primary and secondary market trends.
• Update self-regarding all schemes, products and solutions by regularly attending
trainings.
• Share regular communications with client regarding information, research and
material of the organization..
• Wealth / Portfolio Management understand client portfolio in terms of their risk
and reward appetite and assist them to achieve their financial goals
• Financial planning/ Investment Advisory have thorough financial and sector
knowledge as well knowledge of competitors, must provide sound and reliable
advice to client.
KEY SKILLS:
Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed
Deposits, Investment Banking, Health Insurance.
KNOWLEDGE:
• Product Knowledge have a detailed knowledge of all products related to Life
Insurance, general insurance, fixed income, mutual funds, etc.
• Wealth/ Portfolio Management understand client portfolio in terms of their risk
and reward appetite and assist them to achieve their financial goals.
• Financial planning/ Investment Advisory have thorough financial and sector
knowledge as well knowledge of competitors, must provide sound and reliable advice
to clients.
Interested Candidate can mail there resume
meghna. [email protected]
💡 Quick Summary
Seeking a career-building opportunity? The Urgent Opening- Relationship Manager/ Sr Relationship Manager 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.
