Relationship Manager (Financial Sales)
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About the job
URGENT HIRING – RELATIONSHIP MANAGER (FINANCIAL SALES) We are hiring experienced Relationship Managers from Insurance, Stock Broking, Mutual Fund AMC, NBFC, or Banking Sales background for Pune & Mumbai locations. KEY RESPONSIBILITIES • Acquire and manage HNI & retail clients • Sell financial products like Mutual Funds, Equity, Insurance, etc. • Generate new business through networking and client acquisition • Provide investment guidance and portfolio reviews • Coordinate with internal teams for smooth client servicing MANDATORY REQUIREMENTS ✔ Minimum 2 years experience in Financial Sales / Relationship Management ✔ Must have worked with Insurance Companies / Stock Broking Firms / Mutual Fund AMCs / Banks / NBFCs ✔ Strong client acquisition & relationship management skills ✔ Knowledge of Mutual Funds, Equity, Insurance or Investment Products Backend / MIS / Operations / Research profiles will NOT be considered. MBA Freshers are NOT eligible.
Requirements
- Client acquisition
- Relationship management
- Knowledge of Mutual Funds
- Insurance products
Preferred Technologies
- Client acquisition
- Relationship management
- Knowledge of Mutual Funds
- Insurance products
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