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08/06 Shirisha Chillal
HR Recruiter at Zedvox

Views:17 Applications:6 Rec. Actions:Recruiter Actions:3

Senior Relationship Manager - Sales - Investment/Trading Product (4-10 yrs)

Bangalore Job Code: 329483

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.

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