Relationship Manager

Role and Responsibilities-
Update self-regarding all schemes, products and solutions by regularly attending trainings
Share regular communications with client regarding information, research and material of the organization
Revenue Generation through Demat an products Like SIP, Insurance, Demat, Mutual Fund
Need to maintain relations with his clients and with the team members.
Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients
Job Location: Sabarmati Ahmedabad
Required Candidate profile
Social/Interpersonal Skills: have excellent socializing and relation building skills.
Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyses the requirement of the clients basis their financial goals and have strong logical and numerical ability.
Has good emotional stability and conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our com
Education Qualification Required-
Minimum Graduation preferred.
Perks and benefits
Fixed Salary huge Incentives