Relationship Manager, Relationship Executive
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
Pl, send me a message / DM on LinkedIn.
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.
Qualifications
• Bachelor's degree in business, marketing, or a related field.
• Minimum of 1 year of experience working in a financial sales role.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong relationships with clients.
• Strong analytical and problem-solving skills.
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.
Qualifications
• Bachelor's degree in business, marketing, or a related field.
• Minimum of 1 year of experience working in a financial sales role.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong relationships with clients.
• Strong analytical and problem-solving skills.
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