Job Details
Company Description
Param Investopedia Private Limited located at Located at Mindspace, Malad-West is offering a complete suite of investment and insurance products. It is amongst the top 400 MF distributors in India out of 1.25 lakh AMFI registered MF distributors. We have a 15+ years track record and are currently managing the finances of 800+ families.
Job Profile & Responsibilities
This is a full-time on-site role for a Relationship Manager. The Key Responsibility Area of Relationship Manager will be :-
Client Sourcing
Periodical Financial Review
Day to Day Coordination between Clients & Operations
Up sell and Cross sell
Renewals of Investment & Insurance Products
The Key Performance Indicator of the Relationship Manager are :-
New Client Conversion
Client Retention
New Client Referrals
Product Sales Outcomes
100% Renewals
100% Client Wallet Share
The responsibilities also include for building and maintaining strong relationships with clients and. prospects, handling client inquiries, offering investment and insurance solutions and tracking client progress. The Relationship Manager role requires excellent interpersonal skills and the ability to work independently.
Qualifications
Excellent interpersonal and communication skills
Proven experience as a relationship manager or a similar client-facing role
Good understanding of financial products, markets, and industry trends
Ability to work independently
Bachelor's degree in Finance, Business Administration, or a related field
Experience with CRM software and MS Office Suite
CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification
Fluent in English and Hindi
Desired Candidate Profile
Willingness to make a long term career in Wealth Management
Attributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus
Willingness to Learn, Attention to Detail, Team Player
Age of 30+
Residing between Andheri and Dahisar
1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Wealth Manager
No of Openings : 3
Send Your resumes to hidden_email,
Other Details
- Industry BFSI
- Recruiter Details Param Investopedia Private Limited
- Job Type Full time
Recruiter Details
- Param Investopedia Private Limited
- Other Maharashtra
- hidden_email
- hidden_mobile
Company Details
Param Investopedia Private Limited
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