Distribution and Subscription (Financial Planning)5 min read

Job Title

Sr. Relationship Manager

Company Profile

• 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.

Preferred Qualifications

• 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.

Additional Details

• 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.