Relationship Manager

Role & responsibilities

1. Meeting and Acquisition of new clients and formulating strategies to increase the client base.

2. Dealing with existing clients and visiting clients on a daily basis.

3. Preparation and execution of Financial Planning.

4. Regular portfolio review of client.

5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond,

Equity, Gold(ETF), & FMP.

6. Approaching need based product to the client through Financial Planning.

7. Access the portfolio risk according to changing market situation.

Preferred candidate profile:

• Bachelor's degree in business, marketing, or a related field.
• Minimum of 1 years of experience working in financial sales role.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong relationships with clients.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.
• Willingness to travel to client location on a daily basis

Industry: Financial Services (Broking)
Department: BFSI, Investments & Trading
Role Category: General Insurance
Role: Relationship Manager
Employment Type: Full Time, Permanent