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Relationship Manager @ Talent Stock solutions

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 Relationship Manager

Job Description

Responsibilities: 

  • To promote all the product line
  • To up sell Mutual Fund products to Retail/HNI Clients  
  • To generate fresh leads  and acquire clients through reference to shore up the clientele  
  • To achieve sales and revenue targets spread across product mix  
  • To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships 
  • Profiling customers and provide Investment plan & financial advice to the client/HNI clients 
  • Ensuring the highest levels of service to the client /HNI clients  
  • One point of contact for the assigned client  
  • To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls 

    Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI 

    Certification (Mandatory): Must be NISM Certified  

    Designation:  Relationship Manager
    Desired Skill:   
  • Should posses effective communication and presentation skills 
  • Ability to convince and negotiate with a confident and determined approach 
  • Should be highly self motivated and ambitious in achieving goals 
  • Should be capable of thriving in the competitive market 
  • Should be able to work in team and also perform independently 

    Work Status: Full Time 

    Reporting to: Channel  Manager  
 

 

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Investment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager

Contact Details:

Company: Talent Stock Solutions
Location(s): Multi-City, India

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Keyskills:   nism mutual funds cross selling new client acquisition cold calling

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₹ 2.0 - 5 Lakh/Yr

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Talent Stock solutions

\r\nCOMPANY IS INTO PRINT  ADVERTISEMENT AGENCY BUSINESS CATERING TO HIGHLY DIGNIFIED CORPORATE SECTOR COMPANIES OF REPUTE. COMPANY IS BASED AT FARIDABAD-CHARM WOOD VILLAGE, NEAR BADARPUR METRO AND IS OPERATIONAL SINCE MORE THAN A DECADE NOW. DIGITAL COMPASSION  IS CORE-COMPETENCE OF THE O...