Senior Relationship Manager | Direct Sales

Key Responsibilities

• Client Prospecting & Lead Generation: Make daily calls to prospective clients, identify their financial goals, and follow up regularly with relevant market updates and articles.
• Investment Advisory: Recommend tailored financial solutions and schemes that align with each client's specific requirements.
• Business & Portfolio Growth: Acquire new clients, gather references from existing clients, and increase branch AUM (Assets Under Management) and AUA (Assets Under Advice).
• Portfolio Management & Cross-Selling: Review and diversify client portfolios regularly, providing guidance and cross-selling suitable financial products.
• Product Basket: Sell and advise on a wide range of wealth and financial products, including Mutual Funds, SIPs, Life Insurance, General/Health Insurance, Fixed Income, and NPS
• Market Engagement & Learning: Conduct regional marketing activities to showcase company products, stay updated on market trends through regular training, and share research materials with clients.
  

Key Requirements

• Education: Graduation is mandatory.
• Freshers: Fresh MBA graduates with valid NISM certifications and good market/product knowledge are encouraged to apply.
• Experience: 1 to 7+ years in financial sales or wealth management.
• Skills: Excellent communication, interpersonal, and analytical skills with a strong target-oriented mindset.
• Product Knowledge: In-depth knowledge of Mutual Funds, Life & General Insurance, Fixed Income, and other investment products.
• Advisory: Strong understanding of wealth management, financial planning, and client risk assessment.
  

How to Apply

Interested candidates can share their CV or contact:

• Contact Person: Himanshu Bhardwaj
• Phone / WhatsApp: [phone removed] (Connect on WhatsApp for a faster response)
• Email: [email removed]