PAN India – – 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.
error: Content is protected !!