HR Manager at Jobs To All
Views:23 Applications:15 Rec. Actions:Recruiter Actions:7
Relationship Manager - Client Acquisition - Investment Advisory (2-5 yrs)
1. The job requires to call all online leads & references.
2. To understand the client requirements in terms of financial goals, risk tolerance,time horizon and suggest the best product.
3. To sell mutual funds, SIP, PMS, AIF, Corporate Fixed deposit,P2P and insurance to clients.
4. To increase the AUM by calling existing clients and take referrals.
5. To achieve monthly targets of acquiring clients and of AUM.
6. To give presentation in corporates to acquire new clients
7. The person will have full ownership from initial conversation with a prospective client to conversion to engagement and tracking on an ongoing basis.
8. The person should have passion for building relationships and financial advisory business in an entrepreneurial mode.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
