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Urgent Openings Relationship Manager / Sr. Relationship Manager

1.00 to 6.00 Years   Ghaziabad, Gurugram, Delhi   04 Aug, 2022
Fortune Human Capital Private Limited
Job LocationGhaziabad, Gurugram, Delhi
EducationNot Mentioned
SalaryRs 4.0 - 7 Lakh/Yr
IndustryManagement Consulting / Strategy
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Urgent Openings Relationship Manager / Sr. Relationship Manager1.Acquisition of new client & Dealing with Existing client.2.Assesment of Current Portfolio of client3. Provide & Develop solution & suggest schemes to client based upon there goals & Requirement4.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.5.Achieve financial goals of the clients through various product line.6.Update and cross sell products to existing clients and update them about the primary and secondarymarket trends.Desired Candidate ProfileProduct Knowledge- have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management- understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability.Location:East Delhi/ West Delhi/ Central Delhi/ North Delhi/ South Delhi/ Noida/ Gurgaon/ Ghaziabad

Keyskills :
portfolio managementretirement planninglife insurancefinancial planningmutual funds salescfpwealth managementdirect sales

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