HR Operations at Apt Advisors
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Apt Advisors - Relationship Manager - Mutual Fund (1-3 yrs)
Position : Relationship Manager
Company : Apt Advisors
Location : Gurgaon
Qualification : Commerce Graduate & CFP Certified
Experience : 1 Year+
Job Description :
- Acquire quality clients through networking, data base, market intelligence and references from existing clients.
- Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolio
- Generate Cross Sell revenue through Financial Planning.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Informs customers of new products or product enhancements to further expand the relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Maintain related MIS of the follow ups and other key metrics.
Person Specifications :
- Graduation/Post Graduation in any discipline
- Sales professional with 1 Years+ of experience of selling of financial products.
- A clear understanding of the prevailing market conditions
- The ideal candidate should be excellent communicator, aggressive, excellent domain knowledge and go-getter with a positive attitude
Job Type : Full-time
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