Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
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

Add a note
Something suspicious? Report this job posting.