Team Lead at LanceSoft, Inc.
Views:170 Applications:20 Rec. Actions:Recruiter Actions:0
Relationship Manager - Sales - BFSI (1-6 yrs)
Hiring for Relationship Manager for one of our clients for Delhi NCR region.
Job Profile :
1. Incumbents will be responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently.
2. Penetration of all products including Mutual Funds(,Major product), Insurance(LI & GI), FD, Bonds, IPO's, in all clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail.
3. Acquisition of new Clients./Acquire and build a relationship with HNI clients and handling and reviewing their portfolios
4. Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ To Analyze, understand customer's 360 degree financial needs and fulfil with appropriate products.
Desired Candidate Profile :
1. Apart from the qualities mentioned above candidate should have high desire to excel in this field.
2. Candidate should have his Own Conveyance (will be reimbursed).
Qualification : Graduate or MBA (Both can apply).
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
