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09/05 Anshika Katiyar
Talent Acquisition Specialist at Talent Corner Hr Services Pvt Ltd

Views:9 Applications:3 Rec. Actions:Recruiter Actions:3

Senior Relationship Manager - Sales - Mutual Fund (3-5 yrs)

Thane Job Code: 325023

We are looking for a competitive and trustworthy Senior Relationship Manager to help us build up our business activities. Your responsibilities include discovering and pursuing new sales prospects, negotiating deals, and maintaining customer satisfaction.

Your role requires a deep understanding of financial markets and researching suitable investment opportunities for clients.

Responsibilities:

- Actively seek out new Sales opportunities for financial products

- Set up meetings with potential clients both in person and virtual

- Awareness of the latest fintech trends and opportunities

- Monitor financial market trends to ensure that clients are updated on important development

Requirements:

- Proven experience of minimum 3 years in financial products especially Mutual Funds

- Effective communication skills (both oral and written)

- Prior experience in acquiring & selling financial products (MF, Insurance) to HNIs

- Natural flair for sales and investments

- Hands-on experience with CRM software would be an advantage

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