Relationship Manager - Wealth - BFSI (4-10 yrs) Bangalore/Hyderabad (BFSI Sales/Marketing)
Indiref
Bangalore
7h ago
source : iimjobs.com

1. Acquisition of customers for wealth management & retail products

2. Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity.

3. Tele Calling, Appointments Fixing, Outbound Customer Meetings.

4. Guiding & advising new / existing customers in financial portfolio management.

  • CANDITATE MUST BE IN A RELATIONSHIP MANAGEMENT ROLE FOR HANDLING CLIENT PORTFOLIOS.
  • Relevant sales exp in selling mutual funds, Life insurance, PMS(Portfolio Management services), AIF (ALTERNATIVE iNVSTMENT fUND), DMAT in finanacial services company,Bank, Securities.
  • This position is for people doing direct sourcing of financial products mentioned above, Life Insurance -People in Direct selling can be considered.
  • ref : updazz.com)

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