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Relationship Manager - Fintech

1.00 to 5.00 Years   Delhi   02 Jan, 2024
JOB COACH
Job LocationDelhi
EducationNot Mentioned
SalaryRs 3.5 - 8 Lakh/Yr
IndustryBFSI
Functional AreaInvestment Banking / M&AFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    • Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
    • Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
    • Certification in NISM and CFP is an added advantage.
    • The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.
    • Create and enforce financial goal plans that will help meet the needs of clients.
    • Must be self-motivated, flexible and able to manage several jobs at one time.
    • Willingness to dwell in Start-up Culture.
    • Should have a laptop for work.
    Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like Mutual Funds, Loans, Insurance, Estate Planning, Taxation Planning, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingAdditional responsibilities:- Meeting the clients and doing the initial screening of the clients portfolio- Cross-selling of various financial instruments to the clients depending upon their needs- Managing various MIS- Onboarding prospects from the candidates existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviewsRole Client Relationship ManagementIndustry Type - Financial ServicesFunctional Area Wealth ManagementRole Category Financial Advisory Services and Sales

Keyskills :
capital marketfinancial servicesmutual fundsloansinsurancewealth management

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