Relationship Manager
VA Financial Products Distribution LLPFixed
₹20,000 - ₹50,000
Earning Potential
₹50,000
Fixed
₹20,000 - ₹50,000
Earning Potential
₹50,000
Field Job
Full Time
Any experience
Basic EnglishJob highlights
5 applicants
Benefits include: Annual Bonus, Travel Allowance (TA), Laptop
Job Description
Client Acquisition & Relationship Management:
- Acquire new clients through field visits, referrals, or leads.
- Maintain and grow relationships with existing clients.
- Conduct regular client portfolio reviews and follow-ups.
Investment Planning & Recommendations:
- Evaluate the financial objectives and risk profiles of clients.
- Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.).
- Guide clients on financial products and strategies in a simple manner.
Targets Achievement with Concept Selling:
- Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.)
- Meet or exceed the organisation's sales targets.
Stay updated on Product Knowledge:
- Stay informed about market trends, investment & insurance products, and regulatory updates.
- Attend training sessions and maintain certifications/licenses (e.g., CFP, NISM)
- Coordinate with internal teams (sales, operations, and other departments) and provide regular performance reports to the Immediate Supervisor.
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Surat to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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