Relationship Executive

Job Description

Job Position: Relationship Executive Department: Institutional Sales Location: Ahmedabad Employment Type: Full Time Reports To: Manager About the Company: A reputable AMFI and SEBI-registered financial advisory firm committed to providing cutting-edge wealth management and financial solutions. Since our founding in 2014, we have managed portfolios with an astounding AUM of ₹1000+ crore, empowering over 5000 families, investors, and businesses. This is a full-time role. The role will be located in Ahmedabad. The Executive will be responsible for developing and maintaining relationship with institutional and retail clients. Qualification Any Graduate with good sales and communication skills MBA in marketing will be an added advantage Excellent presentation skill 2+ years of experience KEY RESPONSIBILITIES  Have an in-depth understanding of all the investment products like mutual funds, direct equity, PMS, AIF, Small case, Insurance etc.  Stay abreast of market developments, trends, and regulations related to all investment products.  Identify new business opportunities and acquiring potential clients through cold outreach, referrals, and networking and leverage existing client relationships to drive sales growth.  Schedule and conduct meetings, presentations, and other events to promote products and build relationships through collaborating with HR’s of respective companies  Work with research teams to deliver comprehensive services to clients  Prepare and present detailed reports to clients and internal stakeholders  Identify new business opportunities and acquiring potential clients through cold calling, referrals, and networking and leverage existing client relationships to drive sales growth.  Stay abreast of market developments, trends, and regulations. WHY JOIN US  Great work environment  Opportunity to work with experienced and supportive team  Develop your skills and grow in a results-driven, empowering environment  Competitive incentives and recognition for outstanding performance. WHAT YOU NEED TO EXCEL We need candidates to have following skills  A genuine passion for sales  On technical side – MS Office (Excel, PowerPoint) & Google Suite  Must possess good communication & Interpersonal skills Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹50,000.00 per month Benefits: Cell phone reimbursement Commuter assistance Life insurance Paid sick time Paid time off Provident Fund Schedule: Fixed shift Morning shift Supplemental Pay: Commission pay Performance bonus Yearly bonus Work Location: In person