TRUFEDU
PAN India – www.trufedu.com – 11/11/2021
Salary – 4 to 6 LPA
Job Title
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 products, acquiring HNI/UHNI.
Solutions: Mutual fund, Insurance, Legal, Tour Advisory, CMG Funding,
PMS and other Wealth management products along with Loan - Acquisition of new HNI & UHNI Clients.
- Ensure right- selling by all team members through regular training.
- Ensuring Compliance with regulations.
Preferred Qualifications
- Graduate/BCOM/ MBA or C.A
- CWM certification is an added advantage
Desired Candidate Profile
- Confident & Assertive
- 3 years of relevant experience
- Good Communicational skills abilities and pleasing personality
- Negotiation Skills
- Ability to motivate and manage team/People Management
Additional Details
- Customer Relationship Management with complete ownership of Sales of subscription,
Operations and Financial Planning and Wealth Management for Clients. - 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.
