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Relationship Manager

2 - 4 years

2 - 4 Lacs

Posted:2 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities : Managing Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients Maintaining in depth knowledge of companys products and services, particularly General Insurance and Mutual Funds. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment and Insurance needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2-4 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance as per company policy.

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Epsilon Money Mart
Epsilon Money Mart

Financial Services

N/A

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