Relationship Mgr / Client Account Servicing

Job Description

Category: Financial Services

Role : Relationship Mgr / Client Account Servicing

Education: MBA/PGDBM - Finance / Marketing

Key Skills : Mutual funds, Private banking, Equities, Insurance

Description :

Candidates with 3-5 years of experience with strong communication, selling skills and leadership skills may apply.
You will be responsible for aquisition and servicing of HNI / Super HNI clients
You will be responsible for the sales of you and your team. Sales products include: Online / Offline Share Trading accounts, Online / Offline Mutual Funds Investments accounts, Insurance, Loans
You must be able to analyse and manage portfolios of clients. Achieving a higher share of wallet to increase revenues will be important
You must be NISM certified. IRDA certification will be added advantage
You must have strong command over English Language and leadership qualities to manage a sizable team. You will be responsible for strategising and implementing marketing initiatives