Job Description

ITS A REMOTE JOB 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 AMFI certification compulsory within 3 months of Joining’s Minimum 3 Year of Exp CTC – 5 to 8Lac Personal Laptop and WIFI Mandatory