HR Recruiter at Tekpillar Services Pvt Ltd
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Relationship Manager - Sales - Investment Products (2-6 yrs)
- We are looking for a Relationship Manager in the Investment Product department
Responsibilities :
- Build and nurture strong client relationships.
- Provide personalized investment advice based on client profiles.
- Recommend suitable investment products.
- Review and adjust client portfolios as needed.
- Educate clients about investment strategies and market trends.
- Achieve individual and team sales targets.
- Stay compliant with regulations and company policies.
- Keep updated on market developments and industry trends.
- Identify cross-selling opportunities for other financial services.
Desired Candidate Profile :
- Educational Qualifications : Post Graduate, MBA or Equivalent
- Experience : Minimum 2 to 6 years of sales and portfolio management of HNI Clients from Investment product and Equity
- Domain Knowledge : Equity & Investment Products
- Results-driven approach with a focus on sales and relationship building
- Strong analytical acumen and problem-solving abilities
Perks and Benefits :
- Stay updated on market trends, enhancing financial knowledge
- Continuous training, skill development, and career advancement opportunities
- Wellness initiatives and employee assistance programs
- Use innovative technologies for efficient client management
- Collaborate with a diverse team of experts
Interested Candidates Can Call or WhatsApp their resume as per the below details :
Jay P
HR Team
Phone/WhatsApp : +91 92656 95225
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