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Relationship Manager NBFC

1.00 to 6.00 Years   Noida   02 Dec, 2024
Job LocationNoida
EducationNot Mentioned
SalaryRs 1.5 - 4.5 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

    Role : Relationship Manager (NBFC)(Clint Acquisition, Convince for Investment)Location : Noida Sector 3Experience : Minimum 2 Years in Sales (Finance Domain)Notice Period : 0 to 15 DaysSalary : Salary plus incentive and bonusField Work (30 to 50 %)Our Client is a Portfolio Management & Financial Consultancy. Deals in different financial products including Mutual Funds, PMS and AIF. We manage mostly HNIs and Corporate.Roles And Responsibility:1. . Client Acquisition through leads and own source2. Understanding the clients financial goals and needs3. Recommend products according hi/her needs and risk profile4. Check clients financial goals regularly and also suggest any changes if required.5. Help clients to achieve his/her financial freedomDesired Candidate Should Have :1. Must be from financial industry like having an experience in loans, insurance or mutual funds.2. AMFI/NISM Certification3. Must have experience of 2-4 years.4. Must have a good communication skill5. Good team player 6. Self motivated7. High on integrityShift Timing : 9AM - 5.30 PM, Saturday - 9 AM to 3PM, Sunday - OffWeekly Off All SundaysIncentives / PF / : Travel OR Mobile Travel & Mobile reimbursement available.#RelationshipManager #Mutualfunds #Sales #Stockmarketing #Finance #Nonbanking #NBFC

Keyskills :
mutual fundsrelationship managementfinancial servicesclient acquisitioninsuranceinvestmentbrokingsoft sales

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