Relationship Manager Wealth 12th Pass Jobs in Noida

Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

Companies to be Tapped : Telesales, Digital Sales, Tele calling companies, Allsec Technologies, Just Dial, Travel Tag, Trivago, Goibibo , Yatra , Make My trip , Ageis, Silaris , Any tele set up companies except currently working with Policy Bazar ,Easy Policy, Compare Policy and Max Bupa.We are okay to hire candidates from any background of Tele-calling from insurance brokers and web aggregators.Candidate should have the following:1. Should have good communication skills- Both English and Hindi2. Should be a graduate at-least or final year result awaited or final year persuing.3. Experience in voice process preferred.4. Flexible with time.5. Ok for sales profile.Experience: 6months-3 yearsEducation: Graduate/ Pursuing Graduate(Final year Pursuing).Job Type: PermanentLocation: NoidaShift Timing :Rotational Days (Roaster Off will be there. (No fixed off)Designation: Relationship Manager Assisted SalesJob Profile:- Office job, no Field Work. Its an outbound and inbound process. They will be calling on the leads(Interested Customer) shared by the company. They will be briefing the customer about the product. They will be convincing the customers to purchase the product and closing the lead. They will have to achieve the Given sales targets.