Relationship Manager (investments)
Job Description
(1) Acquiring new clients for Indian Mutual Fund and US ETF accounts (2) Meet Non-Active Customers and activate them (3) Sell online accounts to customers and encourage them to invest online (4) Cross selling products like Mutual funds, ETFs, Loans, etc. (5) Working with Sales Lead to formulate And Implement Business Development Plans in Order to Grow Client Base and AUM System & Process (1) Following internal sales process by updating all the activities in online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Specific criteria required for the applicants : (1) Good understanding of mutual funds/investment products (VA, or RIA certification a plus) (2) Willing to Work for Sales (3) Good excel skills (4) Good convincing Power & Good Communications skills both verbal and written (5) A Positive and go getter attitude & strong team culture
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Job Detail
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Job IdJD3162516
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPune, Maharashtra, India
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EducationNot mentioned
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ExperienceYear