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Relationship Manager

Relationship Manager

Epsilon Money Mart

2 - 4 years

2 - 4 Lacs

Yamunanagar

Posted:5 hours ago| Platform:

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Skills Required

Wealth Management Client Acquisition Insurance Sales Mutual Funds Sales CRM Portfolio Management Relationship Management Client Portfolio

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Work from Office

Job Type

Full Time

Job Description

Role & responsibilities : Managing Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients Maintaining in depth knowledge of companys products and services, particularly General Insurance and Mutual Funds. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment and Insurance needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2-4 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance as per company policy.

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Epsilon Money Mart

www.epsilonmoney.com

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4 Jobs

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