Preferred Relationship Manager in a leading financial Co.

from 5 to 10 year(s) of Experience
₹ 5,00,000 - 15,00,000 P.A.

Job Description

Roles and Responsibilities

# Doing financial planning and goal based sales of HNI Clients (Ticket Size Rs 10 lacs & above)
# Up-selling various financial investment products to new and existing HNI clients.
# Creating more pool of HNI category of clients through reference of existing HNI clients
# Introducing new HNI clients in the system through Seminars & Events.
# Liaison between HO and region for creating more up-sell opportunities.
# Promote Focus Product of the month

# Maintain records of business on internal software CRM etc.

Desired Candidate Profile

# Currently managing a large Book / AUM
# Consistent performer enjoying an excellent reputation in market.
# Excellent connectivity with client to take them along.
# Not a frequent job change.
# Excellent communication and presentation skill.
# Hands on experience in acquiring HNI Clients and able to sell MF, Insurance, PMS, Structure Products

#.It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.

Industry preferred: Banking, NBFC & Wealth Management

Perks and Benefits

+ Incentive & other benefits.


UG:Any Graduate in Any Specialization

PG:Any Postgraduate in Any Specialization

Doctorate:Doctorate Not Required

Company Profile

Fortune Human Capital (P) Ltd

Our client is a leading Wealth Management Co. having diversified financial interest and dominant presence in market. They are being counted among Best Employer.
Company Info
View Contact Details+

Recruiter Name:HR department

Contact Company:Fortune Human Capital (P) Ltd


Reference Id:PRM



5,00,000 - 15,00,000 P.A.



Role Category:

Channel Sales


Key Account Manager

Employment Type:

Full Time, Permanent