Relationship Manager - Sales - BFSI

Relationship Manager - Sales - BFSI

We are Urgently Hiring for "Client Engagement Manager", Bangalore/Noida !!!

Company : A full-stack Digital Wealth Management company (well funded, 12 years old company)

Work Location : Bangalore/Noida (WFO), 5 days in a week

Key skills : Client acquisition, Sales, portfolio Management, good understanding on Mutual funds

NOTE : Preferring candidates only from wealth/Asset Management companies dealing with Mutual Funds/ETF/Bonds should interested in sales

Years of exp : 3+ yrs

Core Responsibilities :

- Engage with the clients regularly and conduct their portfolio reviews.

- Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it.







- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections.

- Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans

- Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, PMS & other wealth services.

- Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes.

- Be an ally to clients and help them with all their financial needs/requirements

- Achieve a higher share of wallet from the clients driven solely by happy client experiences.

- Acquire new clients through referrals from existing clients, as well as lead generation and prospecting.







- Collaborate with cross-functional teams to ensure Voice of the Client is recognized and changes are made internally to accommodate them.

(ref:updazz.com)

▶️ Relationship Manager - Sales - BFSI
🖊️ Talent Socio
📍 Bengaluru