Founder at Talent Potential Consulting
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Relationship Manager - Portfolio Management Services - Financial (1-3 yrs)
Our Client is an independent wealth and financial advisory firm with the sole objective of helping investors meet their financial aspirations and goals. The company is into operations for more than 4 years with a decent growth year on year.
Requirement of a Relationship Management cum sales professional from financial industry
Roles & Responsibilities :
- Meeting with customers and assessing their mutual fund and insurance requirements.
- Network and engage with individuals or other key decision-makers in the company.
- Develop, maintain and retain excellent relationships with clients.
- Develop a good understanding of products and markets.
- Achieve sales targets.
Desired Candidate Profile :
- At least 1-3 years' experience in the financial industry in the Sales'/client management function.
- Networking skills and strong orientation towards customer management.
- Ability to handle pressure in a dynamic environment.
- Sharp negotiation, influencing & communication skills.
- Willingness to work 6 days a week.
- Self-Driven and motivated.
- Team worker and well versed with excel, word and PowerPoint.
- The office premises is in Naraina, New Delhi.
