Relationship Manager

Nirmal Vision

- acquiring investment referral partners

- meeting wealth managers, financial advisors, cas,

- provide strategic advice and information about the investment product to the partners

• explain the benefits to the partners and assist in the meetings wherever required

• bring investments from the referral partners through their investors

• preparing memos and credit proposals (cps) (new, annual renewals, amendments etc.)

• assisting team in investor relationship management (kyc, investment process, etc.)

• monitor post investment reports, ensure compliance with internal and regulatory policies, assist business in reporting, monitor / identify money laundering risks & assist in internal and external audit processes

• engaging with an inbound partner leads on the platform to convert, onboard and manage the relationship

• preparing presentations and maintaining the database of portfolios for periodic reviews

requirements

- post graduate in finance or banking

- work experience as a rm in banks or financial institutions, or a similar role in the sales department.

-professional certification in sales and marketing will be an advantage.

-great interpersonal skills.

-exceptional verbal and written communication skills.

-strong organizational skills.

-ability to work in a team or individually as and when required.

-ability to manage and handle multiple tasks. - outstanding problem-solving skills.

-exceptional attention to detail.

-hard-working individual.

-good time management abilities.

-strong decision-making skills.

-ability to tolerate stress and pressure.

-self-motivated and result driven approach

• Experience

  3 - 5 Years

• No. of Openings

  1

• Education

  Any Bachelor Degree

• 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