Relationship Manager - Wealth - BFSI (4-10 yrs)
1. Acquisition of customers for wealth management & retail products
2. Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity.
3. Tele Calling, Appointments Fixing, Outbound Customer Meetings.
4. Guiding & advising new/existing customers in financial portfolio management.
- CANDITATE MUST BE IN A RELATIONSHIP MANAGEMENT ROLE FOR HANDLING CLIENT PORTFOLIOS.
- Relevant sales exp in selling mutual funds, Life insurance, PMS(Portfolio Management services), AIF (ALTERNATIVE iNVSTMENT fUND), DMAT in finanacial services company,Bank, Securities.
- This position is for people doing direct sourcing of financial products mentioned above, Life Insurance -People in Direct selling can be considered.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
