Relationship Manager - Dalmia Wealth Pvt. Ltd.

4 - 7 years

7 - 9 Lacs

mumbai mumbai suburban mumbai (all areas)

Posted:5 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Position Overview:

Opportunity to learn from one of India's fastest-growing Financial Product Distribution Company, Dalmia Wealth Pvt Ltd. As a Relationship Manager, you will play a pivotal role in managing and expanding the company client base while ensuring the delivery of exceptional financial solutions to clients. This role involves strategizing to drive sales of mutual funds and other financial products, leading a team of relationship managers, and maintaining strong client relationships to foster long-term trust and business growth.

Key Responsibilities:

2. Sales and Business Development:

  • Excellent interpersonal and communication skills
  • Strong understanding of mutual funds, financial markets, and investment strategies.
  • Proven sales and negotiation skills.
  • Ability to analyze client needs and recommend suitable products.
  • Should have good knowledge of data analytics and reporting.

Qualifications:

Education:

Experience:

Certifications:

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