HR Recruiter at Zedvox
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Senior Relationship Manager - Sales - Investment/Trading Product (4-10 yrs)
Job Description :
position : Senior Relationship Manager
Job Type : Onsite
Location : Bengaluru, Karnataka
Experience Required : OE: 4+ years
Salary : 8-10 LPA
Skills : Insurance sales, Mutual funds
Ideal Candidate :
- We are looking for Relationship Managers to build and preserve trusting relationships with our customers.
- We'll rely on you to find ways to outperform our competition and maintain our company's positive image.
- To succeed in this role, you should be an excellent communicator with the ability to build rapport with customers. We expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.
- We are looking for candidate who have worked financial products like in mutual funds, insurance, retirement benefits, and financial planning. , who can deal with finances, portfolio management, suggesting clients about insurance,
- Preferred candidates from: Wealth Sector / Banking / Insurance / Distribution
Responsibilities :
- Acquiring new customers through referrals, organizing events & presentations and leads
- Maintaining existing client relationships and growing AUM through active portfolio management, asset allocation and financial / retirement solutions
- Advising clients on their investment needs and risk coverage.
- Keep abreast of the current financial and market trends and continuously engage with clients on market developments..
- Work into and into sales of mutual funds, insurance, retirement benefits, financial planning, portfolio management, suggest clients about insurance.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
