RELATIONSHIP MANAGER

JOB PROFILE: Relationship manager COMPANY: Leading wealth management/stock broking company Experience: Minimum 2 year experience in sales of Financial Products like - Mutual Funds, PMS, Life Insurance, Demat Accounts, Bonds, Private Equity, Loans and other Structure Products Location: PAN INDIA Package: 3.00 to 4.50 LPA for RM Reporting to: TERRITORY MANAGER Span of Control : INDIVIDUAL ROLE Specific responsibilities: 1. HNI Client handling. 2. Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, Life Insurance, and other Wealth Products etc. 3. Acquiring new clients. 4. Retaining the existing customers of the company and increasing the size of their current portfolio. 5. High levels of customer service orientation and application of Company policy.Personal Attributes · Good communication & presentation skills · Good knowledge in investment products Formal Qualification: GRADUATION (Compulsory) Why you should apply: · Package Hike · Incentive Structure - One of the best in the Industry · Company is looking for long term team member · Fixed annual bonuses · Two appraisals in a year · Supportive and productive management · Decent HR Policies and work culture If interested, share your CV to kashinath.crestinfo@gmail.com or call on 9667106510. Warm Regards, N: Kashinath, E: Kashinath.crestinfo@gmail.com, T: 9667106510.

1 - 3years Bengaluru / Bangalore,Chennai,Coimbatore,Hyderabad / Secunderabad

Not Disclosed

Skill : Marketing Operations ,Sales ,Wealth Management ,Outside Sales

Job Description :

Other Details :
Department: Sales / BD
Industry : Banking/ Financial Services
Roles : Executive ,Manager,Asst Manager ,Training Manager ,Senior Officer

Recruiter Details :
Company Name : CREST MANPOWER SOLUTIONS PVT LTD
Company Description :
Email : Kashinath.crestinfo@gmail.com

Posted by: 15-12-2018