Relationship Manager

Reva Hr Solutions

1 - 5 years

0 - 3 Lacs

Kalyan/Dombivli

Posted:4 months ago| Platform:

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Skills Required

Mutual Funds Sales Insurance Client Retention Hospitality Client Acquisition Relationship Management cross sell Client Servicing client relationship

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsibilities: To increase business by deepening existing client relationships with cross-sell/upsell opportunities Organizing customer meets/workshops/promotional events involving presentations & webinars Providing clients with information on new and existing products and schemes by keeping oneself updated on the financial markets & products Client on-boarding, Account opening, Portfolio review & reporting, prepare MIS and relevant reports. Maintain customer contact and handle service issues & customer queries Products Offered: Mutual Funds, Insurance, Loan Against Securities (LAS), Bonds, etc. Business Targets: Achievement of sales targets for various financial products Eligibility / Qualification: Graduate or a Postgraduate with experience of 1-3 years. Experience in Mutual Funds and Insurance domain will only be considered. NISM Series V-A Module certified or willingness to undergo certification sooner. Understanding of Financial Market and related aspects. Location: Dombivli (base location) catering to Mumbai (predominantly Thane)

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Reva Hr Solutions

www.revahrsolutions.com

Software Development

Pune MH

2-10 Employees

Key People

Alice Johnson

CEO
Bob Smith

COO
Cathy Lee

HR Manager

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Relationship Manager