HR Manager at Jobs To All
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Relationship Manager - Sales - BFSI (2-4 yrs)
1. The job requires calling all online leads & references.
2. To understand the client requirements in terms of financial goals, risk tolerance, time horizon and suggest the best product.
3. To sell mutual funds, SIP, PMS, AIF, Corporate Fixed deposit, P2P, and insurance to clients.
4. To increase the AUM by calling existing clients and take referrals.
5. To achieve monthly targets of acquiring clients and of AUM.
6. To give a presentation in corporates to acquiring new clients
7. The person will have full ownership from the initial conversation with a prospective client to conversion to engagement and tracking on an ongoing basis.
8. The person should have a passion for building relationships and financial advisory business in an entrepreneurial mode.
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