The main role of a Candidate is to use his/her experience to grow wealth business and contribute to growth of the company & focus on B2B business.
ROLES :
- Primary focus on B2B - Channel Partner acquisition
- Secondary focus on Acquiring HNI/corporate customers for investment portfolio management.
- Cross selling of various products . health insurance, motor insurance, life insurance, loans etc
- Achieving Sales goals from time to time.
- Planning & Execution of sales promotion activities.
- Handling investment portfolio with support of wealth expert.
- Build and maintain professional networks.
- Creating & Publishing Report and MIS.
- Data Mining and profile filtrations.
- Other official tasks as communicated from time to time.
SKILL SET :
- Having good communication (Hindi/English/ local language) & interpersonal skills.
- Good Logical aptitude & hard working.
- Being organized and good in follow-up.
- Having commercial awareness.
- Should be computer savvy.
- Must have knowledge about the area.
Qualifications and education requirements:
- Graduates or Postgraduate
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Experience
0 - 5 Years
No. of Openings
4
Education
Graduate (B.A)
Role
Relationship Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
T2&T3,3rd floor,HL Plaza,plot no.9, pocket 2, Sector 12 Dwarka,Pin Code -110078, New Delhi, Delhi