Consultant at Vvinayakassociates
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Relationship Manager/Senior Relationship Manager - Sales - Mutual Funds (1-10 yrs)
Designation: Relationship Manager or Senior Relationship Manager.
Roles and Responsibilities:
- Clientele Focus Retail & HNI Customers.
- Goal Acquiring new clients through the leads generated and increasing existing investors investment allocation in Mutual Fund by building strong investor relationship.
- Initiate and develop rapport with the prospects / clients through meetings, phone calls, emails etc. and subsequent follow up
- One Point Contact for the Customers / Prospects,
- Understanding Clients requirements and Risk Appetite with sound knowledge of other Asset Classes.
- Handling Investor /Prospective Clients queries
Experience: 1 - 10 Years
NOTE:-
- 80% Field Sales & 20% coordination Roles.
- We can take candidates with experience in any Financial Product but should have Mutual Fund sales knowledge / experience in Mutual Fund Sales.
- 6 days working
- CTC : FIXED CTC+ QUARTERLY INCENTIVE + BONUS + INSURANCE + Gratuity (only deduction will be PF and PT in fixed CTC.)
- Age Max: 24 to max 32.
- Round of interviews : HR + TECHNICAL( Regional / Location Manager) + TEAM ROUND / Costing
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