Virtual Relationship Manager
Bayleaf Hr Solutions Private Limited
Virtual Relationship Manager
Bayleaf Hr Solutions Private Limited
Ulhasnagar
₹20,000 - ₹50,000 monthly*
Fixed
₹20000 - ₹40000
Average Incentives*
₹10,000
Earning Potential
₹50,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
Urgently hiring
63 applicants
Benefits include: Annual Bonus, PF
Job Description
Key Accountabilities :
* Risk Profiling of investors & then build financial plan accordingly
• Increase the AUM book by 25% in a year.
• Acquisition of new investors through referrals and lead generation campaigns
• Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market.
• Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite.
• Achieving Productivity targets on a monthly and YTD basis.
Job role
Work location
Goregaon, Thane, Maharashtra, India
Department
Banking / Insurance / Financial Services
Role / Category
Investment Banking, Private Equity & VC
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 6 months
Education
Graduate
English level
Good (Intermediate / Advanced) English
Age limit
18 - 60 years
Gender
Any gender
About company
Name
Bayleaf Hr Solutions Private Limited
Address
Goregaon, Thane, Maharashtra, India
Job posted by Bayleaf Hr Solutions Private Limited
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