JOB DESCRIPTION Position title:
Senior Relationship Manager Locations: PUNE & MUMBAI

Purpose of the Job –

• Independent Senior Relationship Manager with complete ownership of Sales of 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. Key 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. Behavioral Competencies
• Confident & Assertive
• Good Communicational skills abilities and pleasing personality
• Negotiation Skills
• Ability to motivate and manage team/People Management.
• Pursing CFP or Cleared 1 module of AFP, IRDA & AMFI Certified is good if done.

Role Specific Competencies:

• 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. Formal Qualifications / Prior Work Exp

BCOM/ MBA or C.A

Minimum 6 month experience.

CTC – 5 to 8Lac

“Personal Laptop and WIFI Mandatory & Own client data base.”

Immediate joiner

work from home opportunity.

Job Type: Full-time

Salary: ₹4,000,000.00 – ₹8,000,000.00 per year

Benefits:

• Work from home

Schedule:

• Day shift

Experience:

• total work: 1 year (Preferred)

Work Remotely:

• Yes