Walk-in || Relationship Manager

Role & responsibilities

• New client acquisition to acquire 7 -8 new client per month from open market.
• Cross selling of third party investment products.
• Revenue generation - revenue to be generated from the all the products from sourced accounts.
• SIPs - 5 SIPs per month of Rs. 2000 each.

Preferred candidate profile

• Graduate in any discipline.
• Experience: 1 - 5 years in Sales / Relationship Management / Banking / Financial Services.
• Experience in Mutual Funds, SIPs, Insurance, Broking, Wealth Management preferred.
• Strong open-market client acquisition and lead generation skills.
• Good at cross-selling / upselling investment products.
• Target-oriented with a strong focus on revenue generation.
• Excellent communication, negotiation and relationship-building skills.
• Willing to do field sales, cold calling and networking.
• Existing local client network will be an added advantage.