Company Name: INGENETUS

Website: http://www.ingenetus.com/

Designation :- Relationship Manager

Salary :-3.60-8.50 lakhs per annuam

Experience:- 1.00-5.00 years

Location:- South West Delhi

Description

Required Candidate Profile:

- Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.

- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.

- Certification in NISM and CFP is an added advantage.

- The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.

- Create and enforce financial goal plans that will help meet the needs of clients.

- Must be self-motivated, flexible and able to manage several jobs at one time.

- Willingness to dwell in Start-up Culture.

- Should have a laptop for work.

Roles and responsibilities:

1. Existing Client Relationship Management

- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.

- Driving New Business from our existing clients for various financial services

- Financial technical analysis of various financial options available like Mutual Funds, Loans, Insurance, Estate Planning, Taxation Planning, etc.

2. New Client Acquisition

- Responsible for generating leads and conversion through either or all of the following channels

i) Cold Calls

ii) Conducting Financial Awareness Programs

iii) Referential Calling

Additional responsibilities:

- Meeting the clients and doing the initial screening of the client's portfolio

- Cross-selling of various financial instruments to the clients depending upon their needs

- Managing various MIS

- Onboarding prospects from the candidate's existing network

- Utilizing Corporate networks to hold Financial Awareness Programs

- Presenting achievement through performance reviews

Role - Client Relationship Management

Industry Type - Financial Services

Functional Area - Wealth Management

Role Category - Financial Advisory Services and Sales