Hiring For Relationship Manager - Direct Sales

Conduct daily sales calls with prospective new clients and identify their needs.

• Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
• Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
• Increase client database by meeting new clients and taking references from the existing ones and hence build

AUM and AUA for the branch.

• Review and diversify existing client portfolios on a regular basis and provide guidance accordingly.
• Achieve financial goals of the clients through various product lines.
• Update and cross sell products to existing clients and update them about the primary and secondary market trends.
• Update self-regarding all schemes, products and solutions by regularly attending trainings.
• Share regular communications with client regarding the organization's information, research and material.

Desired Candidate Profile

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management with minimum 1 year experience.

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Perks and Benefits