The Relationship Manager will be responsible for business development, client acquisition, portfolio management, and revenue generation through financial and insurance products.
Key Responsibilities:
· Develop and manage client relationships (Retail, Corporate, HNI)
· Sell Insurance & Wealth products (Life, Health, General Insurance)
· Conduct portfolio reviews and provide advisory
· Achieve sales targets and AUM growth
· Ensure compliance with KYC & IRDAI
· Maintain CRM and client servicing standards
Eligibility & Experience:
Graduate / Post Graduate / MBA
1–5 years experience in Financial Services / Insurance
Candidates from Asset Management Companies (AMC), Mutual Fund, NBFC background will be preferred
Prior experience in Asset Management / Wealth Management industry will be an added advantage
Product Knowledge Requirement:
Category
Details
Mutual Funds
Pooled investment, SIP, NAV, equity/debt/hybrid funds,
diversification
PMS
Customized portfolio, ₹50L min investment, direct ownership,