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26/10 Samira Yusuf Shaikh
Talent Acquisition Executive at Talent Stock Solution

Views:13 Applications:11 Rec. Actions:Recruiter Actions:11

Relationship Manager - Sales - BFS (2-5 yrs)

Pune Job Code: 297837

Responsibilities :

- To promote all the product line of Mutual Fund in a leading BFSI company

- To up sell Mutual Fund products to Retail/HNI Clients

- To generate fresh leads and acquire clients through reference to shore up the clientele

- To achieve sales and revenue targets spread across product mix

- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships

- Profiling customers and provide Investment plan & financial advice to the client/HNI clients

- Ensuring the highest levels of service to the client /HNI clients

- One point of contact for the assigned client

- To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

- Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI

- Certification (Mandatory): Must be NISM Certified

Designation : Relationship Manager

Desired Skill :

- Should possess effective communication and presentation skills

- Ability to convince and negotiate with a confident and determined approach

- Should be highly self-motivated and ambitious in achieving goals

- Should be capable of thriving in the competitive market

- Should be able to work in team and also perform independently

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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