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Senior Relationship Manager
Hybrid Consultants

Experience

7-10 Years

Salary

6-10 Lakhs

Location

Madhya Pradesh-Indore
Posted - 568 days ago
Applications - 3
Vacancies- 2
Job Description
Job description 1. 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 2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls 3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling 4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships 5. Profiling customers and provide financial products to meet customer needs 6. Ensuring the highest levels of service to the client /HNI customers 7. Providing Investment planning and advice 8. Achieving sales and revenue targets spread across product mix 9. One point contact for the assigned customer Required Candidate profile 1. Qualification & Experience: Graduate/Post Graduate/MBA with minimum 3 years of experience from Banking, AMC, Broking, Wealth Manager & Securities 2. Candidate must be sale PMS Product Currently 3. NISM 5A is mandatory (can complete after getting short-listed aswell)
Designation

Senior Relationship Manager ( wealth manager )

Key Skills
Communication SkillsSales
Industry

Banking & Financial Services

Functional Area

Banking

Employment Type

Full Time

Education

Master Degree

Job Type

Work From Office

Assessment Details

Spoken English Teacher Quiz

30 Minutes

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