Posted:20 hours ago|
Platform:
On-site
Full Time
Position Overview:
Relationship Manager - Investment Advisory is responsible for sourcing and cross-selling Mutual Funds and Insurance Products. The Relationship Manger should have the expertise to understand the Financial Goal of the Customer and his/her risk appetite and accordingly advise suitable solutions to the customer. He should be able to advice the right investment/ insurance products to the customer, based on the customer profile.
Key Responsibilities:
Individually source HNI clients for Mutual Fund and Insurance Business for the Organisation.
Engage with clients through meetings to review portfolios, address queries, and provide proactive investment guidance.
Understand the customer needs, limitations, resources and financial goals of the investor.
Structure a suitable asset allocation plan for the customer.
Identify most suitable investment plan for the customer, advise accordingly and help him successfully complete the transaction.
Identify the cross-sell and upsell opportunities with the existing customers on regular basis, advise accordingly and expand the portfolio basket.
Qualification: Graduate, MBA (preferred)
Experience: 2-5 years’ of experience in investment advisory role, with banks/ financial institutions.
Skills: Very Good Understanding of Investment Products available in the Market Knowledge about insurance products
Good Sales and Relationship skills Customer Service skills
Location: Teynampet, Chennai
Job Types: Full-time, Permanent
Schedule:
Language:
Work Location: In person
Speak with the employer
+91 9962442924
Vizza Fintech Private Limited
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