Relationship Manager / Executive | Hiring
- Career Empower
- 2 - 6 years
- Mumbai
- 5 years ago
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Job Description
This is permanent job on roles of the Banking Industry with fixed salary + high incentives.Be part of fastest growing digital sales channel in financial services industry.
- Relationship Manager
- Sr. Relationship Executive
- Relationship Executive
The job profile is of Relationship Manager / Relationship Executive, who will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. Must be Experience:
- Candidate must have at least 6 month to 8 year experience in sales with Banking or BFSI sectors.
- Must have experience direct sales in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, CPOF, FMPS, Real Estate, SIP, Golds, Bonds.
Roles and Responsibilities:
- As part of sales job, incumbent is required to do field work.
- Responsible for cross selling various financial products like Insurance (Life, General), Mutual funds, Bonds, PMS etc to the existing set of customers and building depth within the existing relationships.
- Meeting monthly targets by providing 360-degree Financial Assessment Services , Wealth Management Services and by doing portfolio rewiring of the various client segment.
- Formulating strategies for expanding the client base by providing investment advice to the clients.
- Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management(AUM) for the company
- Cross-sell products and services to both new & existing clients according to their need.
- New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.
- ALTERNATE SATURDAYS OFF (2nd & 4th)
Job Location: All over Mumbai
- Annual CTC of Rs..up to 11.00 Lac per annum plus performance based high Incentives.
- Plus PF, Gratuity and Mediclaim & Insurance cover (as per policy).
- Should be able generate /business by own and required to do field work.
- Age should be 20-34 years only.
- Good communication (verbal and written skills).
- Ability to speak in local language and English.
- Strong product knowledge and understanding of Banking products & services.
- Understanding of local market and captive client base.
Education Qualification:
- Minimum Graduate with any stream Or
- Post Graduate with any stream.
Interested candidates need to apply on same or Send / forward CV's/Resumes at : ca***************k@gm**l.com | And write in the subject line "RM-RE-879" we will revert back.
Need any kind of assistance feel free contact with us : +91-9643853*** (Call Between 10.00 am to 5.00 pm only)
---------Don't Call beyond the mentioned timings--------
Perks and Benefits
Plus High Incentives + Other Benefits as per the policyJob Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Sales, Retail, Business Development, Role Category: Corporate SalesRole: Corporate SalesEmployement Type: Full timeEducation
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Any Postgraduate in Any SpecializationDoctorate: Any Doctorate in Any Specialization, Doctorate Not RequiredContact Details:
Company: Career EmpowerLocation(s): Mumbai+ View Contact
Keyskills: retail banking digital sales cross selling phone banking life health insurance mortgage Loan relationship management portfolio management wealth management mutual funds financial planning new client acquisition Operations direct sales
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₹ 6,00,000 - 11,00,000 P.A
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