Relationship Manager - Sales

Map Financial Services

Sector 12, Faridabad

₹32,000 - ₹60,000 monthly*

Fixed

32000 - ₹50000

Average Incentives*

10,000

Earning Potential

60,000

You can earn more incentive if you perform well

Work from Office

Full Time

Min. 5 years

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job highlights

Urgently hiring

85 applicants

Job Description

Job description

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Pre-Requisites:-

  • Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
  • Selling of products : Mutual Funds, PMS, Structured Products.
  • Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
  • Experience of advising clients across asset classes.
  • Strong analytical skills and ability to work in teams.
  • Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)

ROLES & RESPONSIBILITIES: -

  • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
  • Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.
  • Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

Job role

Work location

Ozone Centre Mall, Sector 12, Faridabad, Haryana, India

Department

Banking / Insurance / Financial Services

Role / Category

Trading, Asset & Wealth Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 5 years

Education

Graduate

English level

Good (Intermediate / Advanced) English

Gender

Any gender

About company

Name

Map Financial Services

Address

Ozone Centre Mall, Sector 12, Faridabad, Haryana, India

Job posted by Map Financial Services

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