Job Details
Urgently Hiring for the position of Relationship Manager- Sales/ Wealth Advisor / Wealth Manager in Insurance company Designation :- Relationship Manager- Sales/ Wealth Advisor / Wealth Manager About Company :-They are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India They provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities, Insurance, etc Job Responsibilities:- Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency Responsible for sales of other wealth Products like like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business Will need to be constantly updated with the market knowledge.
Ensure all the activities are in adherence as per compliance Skills Requirements: - Preferred :Bcom/Mcom/ MBA/BBA or a related field Successful previous experience as a Relationship Manager- Sales/ Wealth Advisor / Wealth Manager.
Ability to communicate, and influence credibly and represent effectively at the organization Proven ability to drive the sales process from plan to close Strong business sense and industry expertise Experience :- 1 year and above Salary :- As per company standards Location :- Ahmedabad, Gujarat Interested candidate can share their CV at [HIDDEN TEXT] and WhatsApp at +917692005907 Regards Purvi Chawla (HR Recruiter) Estabizz Fintech Private Limited wwwestabizz.
com