We are looking for a relationship manager with an experience of more than 1 year in Wealth Management and Personal Finance space. He/she would be responsible for maintaining client relationship with existing clients, source recent clients and develop new market for the organization. The candidate should have finance background effective communication skills, strong interpersonal skills and should be able to take initiatives in exploring market. CFP certification or related degree would be an added advantage.
What you'll do
- Building and maintaining profitable relationships with existing clients
- Resolve customer complaints quickly and efficiently giving good customer satisfaction
- Identify opportunities to grow the customer base and build positive relationships with new clients.
- Expanding customer base with upselling and cross-selling financial products
What you'll need
- Knowledge of Financial Markets, Mutual Funds and Insurance
- Good command over written and spoken English
- Good client-facing and internal communication skills
- Quick Learner, enthusiastic and full of energy
- Knowledge about social media platforms like Facebook, Twitter, Instagram, LinkedIn will be a strong advantage
Things to be considered
- Fun and rewarding work environment
- Encourage people to come with ideas, suggestions and feedback that adds to the growth and efficiency of the company
Expected Package
- 2.5 – 3.5 lac per annum
Job Types: Full-time, Commission, Fresher
Pay: ₹250,000.00 - ₹350,000.00 per year
Benefits:
- Health insurance
- Leave encashment
Education:
- Bachelor's (Preferred)
Experience:
- total work: 1 year (Preferred)
Language:
- English (Preferred)
Work Location: In person
📌 Relationship Manager (India)
🏢 SLA Finserv
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.