Relationship Manager

Aionion Investment Services

1 - 4 years

3 - 5 Lacs

madurai chennai coimbatore

Posted:1 week ago| Platform:

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Skills Required

nism inbound sales investment banking portfolio management cross selling cross sales bonds insurance broking mutual funds sales hni acquisition stock broking dealer sales demat securities market sales stock trading equity advisory trading stock market equity sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded.
Sales: Actively engage in Equity, MF, SIP, Insurance & Bonds sales activities, identifying potential clients and opportunities to expand the client base.
Portfolio Management: Manage client portfolios, conducting regular reviews and performance evaluations to align with financial goals.
Market Analysis: Provide expert advice on market trends, investment opportunities, and risk management strategies.
Business Development: Identify and pursue new business opportunities within the equity market, including cross-selling third-party products such as mutual funds and insurance.
Reporting: Prepare detailed reports and presentations for clients, summarizing portfolio performance and market insights.
Collaboration: Work closely with internal teams to deliver comprehensive financial solutions tailored to client needs.

Preferred candidate profile

We are seeking a candidate with experience in the Investment and Banking industry (Sales).

Perks and benefits

Incentives

Employee insurance

Mobile reimbursement

Paid leaves

Application Process

INTERESTED CANDIDATES can also email their profile to

or Contact / Whatsapp :Rajalakshmi M: 9150087334

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