PAN India – – 11/11/2021

Salary – 5 to 8 LPA

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.
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