Relationship Executive / Relationship Manager -DET

Full Time
delhi
Posted 2 months ago

Out of box solution.

Role Purpose:

Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets.

Education Background:

Graduate/Post Graduate/MBA

 Work Experience:

Sales experience, Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Critical Skills Required:

  • Relationship Management
  • Influencing Skills
  • Technical – Product Knowledge
  • Presentation skills
  • Interpersonal skills
  • Effective Communication
  • Result oriented with proper adherence to compliance

Key Accountabilities:

  • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
  • Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls.
  • Responsible for advising Investors, to be able to analyse the asset allocation of Investors to customize the approach in accordance for focused selling.
  • Profiling customers and provide financial products to meet customer needs.
  • Ensuring the highest levels of service to the client /HNI customers.
  • Providing Investment planning and advice.
  • Achieving sales and revenue targets spread across product mix.
  • One point contact for the assigned customer .

Job Features

Job CategoryFinance

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