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Relationship Manager Wealth

1.00 to 4.00 Years   Mumbai City   02 Dec, 2022
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job Role:
    • Engaging with distributors (Banks/IFA) to garner sales.
    • Manage direct selling to cater to the HNI customers in the area.
    • Leverage on market opportunities and develop new client relationships and accounts
    • Identify & empanel new IFA in the area.
    • Handle branch IR & DS activities with the help of office staff / trainee
    • Relationship management and brand building exercises that enhance visibility and goodwill
    Job Requirements:
    • Proven track record of client value creation
    • Exemplary communication and client engagement skills
    • Domain knowledge of investments / mutual funds necessary.
    Educational qualifications:
    • Graduation mandatory
    • Preferred additional qualifications MBA
    • AMFI certified

Keyskills :
mutual fundswealth managementmutual funds sales

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