Job Description: - Relationship Manager- Direct Sales
Ctc-2.6 LPA – 5.5 LPA
Location- PreetVihar , Dwarka & Janakpuri
1. Responsible for cross selling various financial products like Mutual funds,
Insurance (Life, General),etc to the new set of customers and building depth
within the existing relationships.
2. Meeting monthly targets by providing 360-degree Financial Assessment
Services, Wealth Management Services and by doing portfolio rewiring of the
various client segment.
3. Formulating strategies for expanding the client base by providing investment
advice to the clients.
4. Maintaining long-term relationships with existing/new clients for increasing
the Asset Under Management(AUM) for the company
5. Cross-sell products and services to both new & existing clients
according to their need.
6.Responsible for managing the portfolio of the HNI/ Ultra HNI clients for
providing them with better investment solutions & services to facilitate
easy wealth creation.
7. New client acquisition - acquiring clients through networking, database,
market intelligence or reference from existing clients.
We are looking for candidates with 1 - 5 years experience in wealth management products specially mutual funds & insurance in Direct Sales only.
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