Relationship Manager

Agera Wealth Management
Experience : Freshers
Location : Lucknow
Monthly Salary : Rs. 12,000 - Rs. 15,000
Posted on 19 Jul 19
Job DescriptionLast Date 15 Sep 19

Job Summary
Desired Profile of the candidate:

  • Calling to potential customers to prospect for new business
  • Responsible for selling of Mutual Funds & health Insurance.
  • Attending team meetings and sharing best practice with colleagues.
  • Maintain client relationship and provide the best service.
  • To ensure quality parameters are met and TAT to respond to the customer is maintained.
  • To ensure that the defined productivity targets on service levels, quality parameters are met consistently.

Responsibilities and Duties

  • Responsible for delivering SIP / Lump sum targets
  • Upselling of Financial products Mutual Fund - SIP, Health Insurance etc
  • Deliver outstanding customer service with enthusiasm and a winning smile.

Required Experience, Skills and Qualifications

  • Flexible to work on targets
  • Ensure complete awareness of all new and existing products & services.
  • Highly energetic & target oriented.

Job Type : Full Time
Interview Type : Face to Face Interview, Telephonic Interview
Company Description
Agera Wealth management (AWM) is a Subsidiary of Khushhal greens Pvt Ltd. AWM is majorly dealing in Mutual Funds, Health Insurance, Term Insurance, Motor Insurance, Financial Plannings & Portfolio Management services. We are serving our clients across the nation. Our clients presence in all major cities such as Lucknow, New Delhi, Jaipur, Gurgaon, Hyderabad, Pune, Chennai & Bangalore.
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