Relationship Manager - Sales - Investment Product (1-3 yrs)
- Acquiring Investment Referral Partners
- Meeting Wealth Managers, Financial Advisors, CAs,
- Provide Strategic advice and information about the Investment product to the Partners
- Explain the benefits to the Partners and assist in the meetings wherever required
- Bring Investments from the Referral Partners through their Investors
- Preparing Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.)
- Assisting Team in Investor relationship management (KYC, Investment process, etc.)
- Monitor post Investment reports, ensure compliance with internal and regulatory policies, assist business in reporting, monitor/identify money laundering risks & assist in internal and external audit processes
- Engaging with an inbound partner leads on the platform to convert, onboard and manage the relationship
- Preparing presentations and maintaining the database of portfolios for periodic reviews
Requirements :
- Post Graduate in Finance or Banking
- Work experience as a RM in Banks or Financial Institutions, or a similar role in the Sales Department.
- Professional certification in sales and marketing will be an advantage.
- Great interpersonal skills.
- Exceptional verbal and written communication skills.
- Strong organizational skills.
- Ability to work in a team or individually as and when required.
- Ability to manage and handle multiple tasks.
- Outstanding problem-solving skills.
- Exceptional attention to detail.
- Hard-working individual.
- Good time management abilities.
- Strong decision-making skills.
- Ability to tolerate stress and pressure.
- Self-motivated and result driven approach
