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Relationship Manager - Client Relationship Management/Sales - BFS (1-5 yrs)
Company Name : INGENETUS
Website : http://www.ingenetus.com/
Description :
Required Candidate Profile :
- Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
- Certification in NISM and CFP is an added advantage.
- The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.
- Create and enforce financial goal plans that will help meet the needs of clients.
- Must be self-motivated, flexible and able to manage several jobs at one time.
- Willingness to dwell in Start-up Culture.
- Should have a laptop for work.
Roles and responsibilities :
1. Existing Client Relationship Management :
- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.
- Driving New Business from our existing clients for various financial services
- Financial technical analysis of various financial options available like Mutual Funds, Loans, Insurance, Estate Planning, Taxation Planning, etc.
2. New Client Acquisition :
- Responsible for generating leads and conversion through either or all of the following channels
i) Cold Calls
ii) Conducting Financial Awareness Programs
iii) Referential Calling
Additional responsibilities :
- Meeting the clients and doing the initial screening of the client's portfolio
- Cross-selling of various financial instruments to the clients depending upon their needs
- Managing various MIS
- Onboarding prospects from the candidate's existing network
- Utilizing Corporate networks to hold Financial Awareness Programs
- Presenting achievement through performance reviews
Role - Client Relationship Management
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