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| Job Location | Navi Mumbai |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Banking / Financial Services |
| Functional Area | nvestment Banking / M&A |
| EmploymentType | Full-time |
Job Description-The job profile is Relationship Manager, who will be responsible for managing the portfolio of the clients for providing them with better investment solution and service to facilitate easy wealth creation.Roles and Responsibilities:1. Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc to new customers and building depth within the existing relationships.2. Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio reviewing of the various client segment.3. Formulating strategies for expanding the client base by providing investment advice to the clients.4. Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management (AUM) for the company.5. Cross-sell products and services to both new & existing clients according to their need.6. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clientsDesired Candidate ProfileThe candidate should have the following relevant experience:-1. Experience of 2 years and above in BFSI Industry.2. Experience in retail sales of Mutual Funds, Life Insurance(Liability wealth products)3. Having an active client base .4. Immediate joining is preferable
Keyskills :
managementwealthmanagerhniclientfinanceinsuranceportfoliomanagementrelationshipsecuritiesmarketfinanicalproductdirectsalescrosssellingmutualfundsnewclientacquisition