Job Description

- Meeting New / existing clients - Understanding their Dreams / Aspirations - construct their Financial Plan / Portfolio Plan. (Note: Training / Mentoring / handholding provided) - Suggest the suitable basket of products / services (MF, Insurance etc

Its Mass Mail In case this openings are not suitable for you, we would request you to kindly pass it to a person who is looking out for a change & fits in the below mentioned criteria or else ignore it Urgent vacancy as RELATIONSHIP MANAGER at Malad West Fresher and Experienced Sales professional can apply. : - Meeting New / existing clients - Understanding their Dreams / Aspirations - construct their Financial Plan / Portfolio Plan. (Note: Training / Mentoring / handholding provided) - Suggest the suitable basket of products / services (MF, Insurance etc) - Execute / review clients financial / portfolio plan. - Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. - Acquisition and handling a group - Corporate employees / society / social group. - Enhance clients Wallet share / cross-selling - Proactive in asking referrals from existing clients. Skills required: Graduate/MBA in Sales and Marketing with 1-4 years of experience in Sales of financial Products Excellent communication and networking skills Ability and experience in selling concepts and business vision Business acumen, Result oriented Customer orientation, Solution oriented, Good communication skills and Eye for detail. The candidate will be responsible for gaining a deep understanding of the client's wealth objectives, challenges and creating strategic recommendations. Qualifications / work experiences: Graduate / MBA 1 - 2years' of mutual funds/insurance experience Strong communication and interpersonal skills If interested, please revert with your updated resume along with the following details on [HIDDEN TEXT] Please forward this mail to any of your friends/colleagues who would be interested. Thanks & Regard Priti 9137050824