Relationship Manager (Financial Products MFs, Equity) (Delhi-NCR)

Job Description

We are looking for experienced Relationship managers who has experience in selling financial products such as MF, Broking (Equity, Commodities, and Currency), Corporate FDs, Insurance (Life and Non-Life), Mortgage Solutions and Real Estate.
Experience – 1 to 4 years
CTC- 1.50 Lakhs to 3.60 Lakhs plus incentives, Travel Reimbursement, Mobile expenses
Rol

Key Responsibilities:
1.

• To deliver the desired revenue target numbers
• Cross-Selling to existing customers & Acquisition of new customers
• Financial planning of the customer
• To provide solutions to the Customers financial needs
• To systematically execute the sales process to facilitate delivery of revenue targets
• Preparing and maintaining Sales Call reports and all relevant MIS
• To identify potential HNI clients through referral networks
• To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls.
• Daily tracking of personal meeting with Clients
• To ensure 100% client penetration for business sourced by building relationships & enabling increase in share of wallet & revenues.
• Promote all the product lines offered by the company MF, Broking (Equity, Commodities, and Currency), Corporate FDs, Insurance (Life and Non-Life), Mortgage Solutions and Real Estate.

Requirements

Key Skills required
1. Excellent communication skills
2. Should have experience in the same field
3. Should be able to close sales deals individually
4. Should have experience in managing large customer base
5. Should be able to work on his database also.

Company Description

We are New Delhi based organization, providing the services of HRO such as Recruitment,… Payroll outsourcing, Training and other HRO services.   Read full description