Relationship Manager - Sales - BFSI

Relationship Manager - Sales - BFSI

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> We are Urgently Hiring for "Client Engagement Manager", Bangalore/Noida !!!
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> Company : A full-stack Digital Wealth Management company (well funded, 12 years old company)
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> Work Location : Bangalore/Noida (WFO), 5 days in a week
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> Key skills : Client acquisition, Sales, portfolio Management, good understanding on Mutual funds
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> NOTE : Preferring candidates only from wealth/Asset Management companies dealing with Mutual Funds/ETF/Bonds should interested in sales
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> Years of exp : 3+ yrs
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> Core Responsibilities :
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> - Engage with the clients regularly and conduct their portfolio reviews.
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> - Understand the client's goals,





aims and aspirations and ensure his investment strategy is aligned with it.
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> - Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
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> - Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections.
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> - Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans
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> - Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, PMS & other wealth services.
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> - Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes.
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> - Be an ally to clients and help them with all their financial needs/requirements
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> - Achieve a higher share of wallet from the clients driven solely by happy client experiences.
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> - Acquire new clients through referrals from existing clients,





as well as lead generation and prospecting.
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> - Collaborate with cross-functional teams to ensure Voice of the Client is recognized and changes are made internally to accommodate them.
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> (ref:updazz.com)

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