Relationship Manager - Sales - Investment Product (3-6 yrs)
Currently we required RM S ( Relationship managers )
Exposure required is Life Insurance, health insurance, Advisory /PMS experience
CTC : 3.6 Lack to 5 Lakh .( if candidate is too good we will go high also )
NP : 15 to 30 days.
Location : Need Bangalore, Hubli, Hyd, Vijayawada, Vishakhapatnam and Cochin
JD For RM ( Wealth Manager)
- Must have Recent experience Sales / business development candidates from Broking, Banking - Priroirty RM's, Wealth managers, PMS / PCG Industry /insurance Only
- Sales/business development candidates from AMC, and with experience in cross sales of 3rd Party Products
Age : 22 - 35 yrs age preferred
Communication
- English (Fluent)
Equity Sales,Wealth Products,Sales/insurance Sales
Job Description
- Acquisition & managing High/Ultra High Net Worth customers
- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
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