Relationship Manager @ Home Revise Education

Job Description

Dear Candidates

We Have An Excellent Opportunity For Relationship Manager For Well Known BFSI

Location: Mumbai

Experience: Minimum 1 years in Banking Sales

Certification: NISM V can Be cleared before joining

Role:

To promote all the product line of Mutual Fund in a leading BFSI company
To up sell I Mutual Fund products to Retail/HNI Clients
To generate fresh leads and acquire clients through reference to shore up the clientele
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
Profiling customers and provide Investment plan & financial advice to the client/HNI clients
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Designation: Relationship Manager

Desired Skill:
Should be able to visit clients

have good knowledge of Mutual Funds
Should posses effective communication and presentation skills
Ability to convince and negotiate with a confident and determined approach
Should be highly self motivated and ambitious in achieving goals
Should be capable of thriving in the competitive market
Should be able to work in team and also perform independently

Work Status: Full Time

Preferred Candidates- Mutual Funds Sales, Derivatives,Equity,Insurance Or uslip

Job Types: Full-time, Regular / Permanent On Role Job

Employement Category:

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Keyskills:   hni client handling insurance sales nism amc mutual funds sales relationship manager