Relationship manager || Direct Sales

Profex Tech

1 - 3 years

4 - 7 Lacs

vijayawada hyderabad

Posted:5 hours ago| Platform:

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Skills Required

mutual funds equity acquisition demat pms portfolio management broking cross selling portfolio management services hni acquisition wealth management hni sales tpp relationship management financial products mf sip dmat

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Acquire
new customers
through direct channels, references, and market outreach.
Maintain and
nurture long-term relationships
with existing clients to ensure retention.
Provide clients with investment advisory across
Equity, Derivatives, Mutual Funds, Bonds, IPOs, PMS, and Insurance
.
Cross-sell and upsell investment products to
maximize wallet share
.
Ensure timely resolution of client queries and deliver
priority customer service
.
Meet and exceed assigned
revenue, client acquisition, and AUM targets
.
Adhere to all
compliance, regulatory, and internal process guidelines
.

Preferred candidate profile

Graduate/Postgraduate in
Commerce, Finance, Economics, or Business Administration
.
14 years of experience in
Sales / Relationship Management
within Broking, Banking, or Wealth Management.
Strong understanding of
capital markets, investment products, and financial planning
.
NISM certifications
(Equity / Mutual Funds) preferred.
Excellent
communication, advisory, and interpersonal skills
.
Target-driven, self-motivated, and strong in
client relationship building
.

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