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Investment Relationship Manager

4.00 to 8.00 Years   Kochi   09 Apr, 2023
Job LocationKochi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&ASecurities Trading
EmploymentTypeFull-time

Job Description

    Company : A PAN INDIA Brokig firm.Locations : Bangalore, Chennai, Coimbatore & Kochictc : 5 to 8 lacs
    1. Procuring the potential clients through networking, database, market analysis and reference.
    2. Work in tandem with Bankfor sourcing wealth business from their clients
    3. Achieving the Sales target assigned.
    4. Develop and manage the scheme/fund selection model.
    5. Product due diligence to understand the qualitative aspects of the products.
    6. Cross sell products and services to both new as well as existing customers as per their lifestyle, risk profiling and requirements.
    7. Financial goal setting, planning, preparing, and reviewing investment proposals for the clients.
    8. Ensuring highest level of customer service to the customer acquired.
    9. Assure adherence to the guidelines set by the organisation.
    10. In depth knowledge about the financial products offered and frequent updation of the latest trends.
    Desired Candidate Profile:Age: Minimum 27 Years and Maximum 35 Years
    • Experience: Minimum 4 years plus in Financial Service sector
    • Minimum 60% marks in all qualifying exams.
    • Education: Graduate. MBA/PGDM preferred

Keyskills :
risk managementinvestmentmutual fundsfinancial productsrelationship managementfinancial planningwealth managementcross sellingsales target

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