Relationship Manager

As a Sales Executive at our company specializing in wealth management for HNI, corporate, and retail clients, you will have the opportunity to focus primarily on B2B channel partner acquisition and secondarily on acquiring HNI/corporate customers for investment portfolio management. Your role will involve cross-selling various products such as health insurance, motor insurance, life insurance, loans, etc, in order to achieve sales goals. Additionally, you will be responsible for planning and executing sales promotion activities, handling investment portfolios with the support of wealth experts, and building and maintaining professional networks. Key Responsibilities: - Focus primarily on B2B channel partner acquisition - Focus secondarily on acquiring HNI/corporate customers for investment portfolio management - Cross-sell various products such as health insurance, motor insurance, life insurance, loans, etc - Achieve sales goals from time to time - Plan and execute sales promotion activities - Handle investment portfolio with support of wealth expert - Build and maintain professional networks - Create and publish reports and MIS - Perform data mining and profile filtrations - Carry out other official tasks as communicated from time to time Requirements: - Possess good communication skills in Hindi, English, and local language and strong interpersonal skills - Demonstrate good logical aptitude and hardworking attitude - Be organized and good in follow-up - Show commercial awareness - Be computer savvy - Have knowledge about the area - Hold a graduate or postgraduate degree Please note that our company has over 40 years of experience in private wealth management, banking, and finance. Our professionals have an edge in managing wealth portfolios more strategically, and we are committed to providing excellent service to our clients. As a Sales Executive at our company specializing in wealth management for HNI, corporate, and retail clients, you will have the opportunity to focus primarily on B2B channel partner acquisition and secondarily on acquiring HNI/corporate customers for investment portfolio management. Your role will involve cross-selling various products such as health insurance, motor insurance, life insurance, loans, etc, in order to achieve sales goals. Additionally, you will be responsible for planning and executing sales promotion activities, handling investment portfolios with the support of wealth experts, and building and maintaining professional networks. Key Responsibilities: - Focus primarily on B2B channel partner acquisition - Focus secondarily on acquiring HNI/corporate customers for investment portfolio management - Cross-sell various products such as health insurance, motor insurance, life insurance, loans, etc - Achieve sales goals from time to time - Plan and execute sales promotion activities - Handle investment portfolio with support of wealth expert - Build and maintain professional networks - Create and publish reports and MIS - Perform data mining and profile filtrations - Carry out other official tasks as communicated from time to time Requirements: - Possess good communication skills in Hindi, English, and local language and strong interpersonal skills - Demonstrate good logical aptitude and hardworking attitude - Be organized and good in follow-up - Show commercial awareness - Be computer savvy - Have knowledge about the area - Hold a graduate or postgraduate degree Please note that our company has over 40 years of experience in private wealth management, banking, and finance. Our professionals have an edge in managing wealth portfolios more strategically, and we are committed to providing excellent service to our clients.