Relationship Manager

Uplers

Thane

2-5 Years

This job is no longer accepting applications

Posted 6 months ago

Job Description

Responsibilities:

Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies.
Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets.
Set up meetings with potential clients both in person and virtually.
Client Relationship Management - Build and maintain strong relationships with existing and potential clients.
Portfolio Management - Analyze client portfolios, suggest fund allocations, and ensure optimal returns.
Market Analysis - Stay updated on financial markets, regulatory changes, and industry developments.
Cross-Selling & Upselling - Promote other financial products and services based on client needs.

Requirements:

Proven experience of minimum 2 years in financial products, especially Mutual Funds
Effective communication skills (both oral and written)
Prior experience in acquiring & selling financial products (MF, Insurance) to HNIs and UHNIs
Natural flair for sales and investments
Hands-on experience with CRM software would be an advantage
Valid certification of NISM V-A is a plus

More Info

Job Type:

Permanent Job

Industry:

Information Technology

Role:

Relationship Manager

Function:

Banking

Employment Type:

Full time

Open to candidates from:

Indian

About Company

Uplers

Our goal is to make hiring reliable, simple, and fast. Our role will be to help all our talents find and apply for relevant opportunities and progress in their career. We will support any grievances or challenges you may face during the engagement. You will also be assigned to a dedicated Talent Success Coach during the engagement.

Job ID: 112740623

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