Relationship Manager - BFSI - HNI

Experience: Minimum 3-8 years

Job Role:

Responsibilities:

- Provide Financial Planning services through products like Mutual funds, Structured products, Insurance, Asset allocation, Bonds, Direct equity etc.

- Doing financial planning and goal based sales of HNI Clients (Ticket Size Rs 10 lacs & above)

- Up-selling various financial investment products to HNI clients.

- Creating more pool of HNI category of clients through reference of existing HNI clients

- Getting new HNI clients in the system through Seminars & Events.

- Creating up-sell opportunity for existing HNI clients.

- Liasioning between HO and region for creating more up-sell opportunities.

- Looking for candidates with Good Stability atleast 2 years in current company.

Criteria for Recruitment:

- Qualification PG/MBA from reputed institute or Graduate from good college.

- AMFI certification and knowledge of Mutual Funds would be an added advantage.