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Relationship Manager - Mutual Fund
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Relationship Manager - Mutual Fund63
Applications
63
Applications
Mumbai
Full-Time
Junior: 1 to 3 years
₹ 2L - ₹ 5L (Per Year)
Posted on Nov 28 2022
About the Job
Skills
Analytical Skills
Portfolio Management
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice.
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/UHNI customers.
- Present value-proposition to sales leads and current customers
- Prospect for new sales leads and close sales
Qualifications
- 2-4 years' of client relationship experience from Investment Banking, Venture Capital, Private Equity
- Function Area - Sale /Trading, Asset & Wealth Management
- Ability to manage multiple projects and clients
- Strong communication and interpersonal skills
- Education - Graduate
Call / whatsapp on 9987452134
About the company
OneInsure is the online avatar of Robinhood Insurance Broker Pvt. Ltd., a leading IRDAI-licensed Insurance Broking Firm that was founded in 2008 by IIT and IIM alumni.
OneInsure.com offers a comprehensive range of insurance products (life insurance and general insurance) from all leading insurance companies and is used for easy comparison and knowledge-sharing of products by thousands of custom ...Show More
OneInsure is the online avatar of Robinhood Insurance Broker Pvt. Ltd., a leading IRDAI-licensed Insurance Broking Firm that was founded in 2008 by IIT and IIM alumni.
OneInsure.com offers a comprehensive range of insurance products (life insurance and general insurance) from all leading insurance companies and is used for easy comparison and knowledge-sharing of products by thousands of customers.
Currently among the Top Insurance Brokers in India with nation-wide operations in 7 major cities with 35+ branches, we boast of a staff of 700+ happy employees!
OneInsure also offers valuable services such as claim settlement and renewal reminders. Moreover, claim and service assistance is available for all policyholders, including ones who have purchased policies through a different company or broker.
At OneInsure, we sincerely believe that when a customer buys a policy, he actually invests in peace of mind, protection, and reassurance for himself and his family. This essentially boils down to getting a claim in the event of an incidence. We understand that claims are technical and complex, but be rest assured as we know what it takes to get a claim settled. Our Claim Team ensures the claim settlement process is always fair, smooth, and hassle-free for the customer.
The company is promoted by professionals with long and varied experience in the Banking, Financial Services, and Insurance sectors.
The OneInsure app has been expertly developed and shaped by customer feedback into a one-stop-shop for all things Insurance. The app offers services like renewal reminders, claim assistance, tax certificate generation, among 60+ other customer-centric services. Do check out the app on Play Store and App Store. ...Show Less
Company Size
501-1000 Employees
Headquarter
Mumbai
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