HR Manager at True Financial
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Trufedu - Relationship Manager (1-5 yrs)
At TRUFEDU We aim to create awareness on financial planning/products besides building a structured module covering households, schools, colleges, and the working population.
- Trufedu, with the above background, offers end-to-end financial solutions and has tied up with leading names across the financial industry for their expertise and product offerings.
Job Location: Maharashtra,Rajashthan,Gujarat Mumbai, Pune, &Madhya Pradesh
Purpose of the Job :
- Customer Relationship Management with complete ownership of Sales of subscription, Operations and Financial Planning and Wealth Management for Clients.
Key responsibilities :
- Responsible for achieving Sales of subscription and provide right solution to client through wealth products, acquiring HNI/UHNI. Solutions: Mutual fund, Insurance, Legal, Tour Advisory, CMG Funding, PMS and other Wealth management products along with Loan
- Ensure right- selling by all team members through regular training.
- Ensuring Compliance with regulations.
- Acquisition of new HNI & UHNI Clients
Should be :
- Confident & Assertive
- Good Communicational skills abilities and pleasing personality
- Negotiation Skills
- Ability to motivate and manage team/People Management
Role Specific Competencies :
- Should be having a pleasing & smart personality.
- Key account management skills.
- Should have an eye for detail.
- Product knowledge.
- Market knowledge / extensively network Formal Qualifications Prior Work Exp
- Graduate/MBA or C.A
Mandatory:
- Any Sales experience
- Personal Laptop and WIFI
- Graduate
Salary:
3 lac to 8 lac p.a.
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