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Relationship Manager

1.00 to 6.00 Years   Delhi   15 Jun, 2023
Teamspace Financial Services Private Limited
Job LocationDelhi
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryBroking
Functional AreaSales / BDInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Job Summary:We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible formanaging and developing long-term relationships with our clients, ensuring that their needs and expectations are met.The Relationship Manager will also be responsible for identifying new business opportunities and contributing to thegrowth of the company.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.
    • 8. Generating the revenue primarily through core products.
    Requirements:
    • Bachelors 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
    Interested candidate can apply on hidden_email Or WhatsApp: hidden_mobile

Keyskills :
general insurancemutual fundsinvestment bankinginvestment managementb2c salesfinancial advisoryportfolio managementlead generation

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