Job description

We are hiring Relationship Manager for the Pune location and would require support in closing these at the earliest.

Note: All interview rounds are virtual, No Face-to-face interview.

 Position: Relationship Manager / Investment counsellor

 Product: Mutual Funds

 No of Position: 20

 Type of Job: Field Sales

 Location: Pune (7 Location) - nearby candidate location 

 Qualification: Min - Graduation

 Experience: Min 1 year in Life Insurance sales

 Salary Upto: 5 LPA

Roles & Responsibilities: 

 The hired will be responsible for Driving sales through existing clients. 

 Conduct daily sales calls with prospective new clients and identify their needs. 

 Provide and develop solutions and suggest schemes to client’s basis their requirements and goal. 

 Providing end-to-end solutions for the client’s wealth management needs. 

 Acquire new clients and Increase engagement of existing clients by providing complete financial planning solutions.  Establishing strong relationships and communication with clients. 

Desired Profile: 

 Graduate or Above 

 Preference to NISM Certified candidates with experience in managing Retail/HNI 

 Should have a good understanding of wealth management products like Mutual funds, Insurance, Bonds, NPS etc.  Should have good market intelligence, about competition and market mapping etc. 

 Good communication & interpersonal skills are a must.