PAN India – www.trufedu.com – 11/11/2021
Salary – 5 to 8 LPA
Sr. Relationship Manager
- Trufedu has been set up with the objective of creating the largest and most valuable platform for financial services serving a client base of financial institutions, corporates, small enterprises, and individuals that lack efficient access to financial services.
Job Profile & Responsibilities
- Responsible for achieving Sales of subscription and provide right solution to
client through Wealth Management products, acquiring HNI/UHNI.
- Solutions: Mutual fund, Insurance, Legal, Tour Advisory, CMG Funding PMS
and other Wealth products along with Loan Book.
- Acquisition of new HNI & UHNI Clients.
- Ensure right- selling by all team members through regular training.
- Ensuring Compliance with regulations.
- BCOM/ MBA or C.A
- CWM certification is an added advantage
Desired Candidate Profile
- Excellent Team Management & Leadership Skills.
- Should be having a pleasing & smart personality.
- Key account management skills.
- Should have an eye for detail.
- Product knowledge.
- Market knowledge / extensively networked.
- Independent Senior Relationship Manager with complete ownership of Salesof
subscription, Operations and Financial Planning for Clients, along with dotted
reporting of financial counsellor.
- We are looking future leader within the organization.
- This position holder will be responsible for managing key relationships and
ensures business development across all distribution segments and manage
Corporate & SMEs at all locations of the Cluster.
- Will play a strategic role in the future growth and expansion of the organization.