Relationship Manager
Invenzee Buildcap Fintech Private Limited
Indore, Madhya Pradesh, India · Full Time
Be the first to apply
- Experience
- Any
- Salary
- INR 12,000 – INR 25,000 / month
- Openings
- 1
- Posted
- 2 saat önce
- Work mode
- In office
- Education
- Bachelor's degree
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
We are seeking a Relationship Manager to join our team in Indore, focusing on acquiring new clients and providing expert financial advice. This role involves engaging potential customers, understanding their financial objectives, and recommending suitable investment products to help them achieve long-term financial success.
Key Responsibilities
- Devise and execute strategies to attract new clients through outbound calls and other lead generation methods.
- Establish trust and rapport with prospects by assessing their financial goals and risk profiles.
- Communicate the advantages of investing in stock markets, mutual funds, loans, insurance, and credit cards in a clear manner.
- Offer a range of investment solutions including equities, mutual funds, and Portfolio Management Services (PMS) customized to client needs.
- Facilitate client onboarding by assisting with account opening processes ensuring a seamless experience.
- Maintain ongoing communication to support clients and resolve their questions.
- Regularly review client accounts to suggest appropriate investment strategies promoting sustainable growth.
- Meet individual and team targets related to new account acquisitions and trading activities.
Qualifications and Skills
- Possess a Bachelor's degree in Business Administration, Finance, or related discipline.
- Open to both fresh graduates and professionals with experience.
- Excellent verbal and written communication, interpersonal, and presentation abilities.
- Strong skills in building client relationships and earning their confidence.
- Proficient with MS Office applications and CRM tools.
- A good grasp of fundamental financial principles and investment products.
- A genuine interest in personal finance and aiding clients to reach their financial goals.
Compensation and Benefits
- Competitive monthly salary ranging from ₹12,000 to ₹25,000 with performance-based incentives.
- Work opportunity in an expanding and vibrant company environment.
- Collaborative and supportive team culture.
- Chance to develop expertise within the financial services sector.
Minimum education
Bachelor's Degree