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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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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