Relationship Manager

Assetmine Capital Private Limited Job Description

RELATIONSHIP MANAGER

Direct + Channel Blend Job Title: Relationship Manager

Direct + Channel Sales Segment: Distribution Objective : Responsible for execution of sales strategy for Business development Key Responsibilities

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.

Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.

Acquisition and Handling a group of HNI (High Net Worth Exclusive)

Profiling Customers and provide financial products to meet customer

Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs

To Enhance & Retain customer profitability by capturing larger share of

Ensure profitability of the portfolio: Generate high Income per

Acquire new customers who meet product criteria through cross-refer

Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.

Explaining MF Business opportunities and earnings to interested leads.

Providing training to IFAs for Business Development Clients needs Wallet Customer

Open to learn new concepts

Direct /Channel Sales Experience

Awareness of the client market

Financial products knowledge.

Result oriented (Sales orientation)

Technology Savvy

Perseverance Attitude

Strong Communication Skills

2+ years of experience in sales. Prior experience in sales (Mutual Funds) and regional exposure is essential JOB REQUIREMENTS Skills/Knowledge prerequisites Experience Profile

Full time