Senior Relationship Manager

0 - 3 Years


Job Description

Job Description:

-Sales and distribution of financial products like mutual funds / portfolio management services / structured products / private equity products / corporate fixed deposits and bonds & debentures.

-Sales and distribution of life and non life insurance products across all insurance companies in India

-Offer advisory on primary and secondary real estate opportunities and mortgage products.

-Responsible for new client acquisition and managing the overall client relationship.

-Explain the concept of financial planning to clients and work closely with clients for creation and implementation of their financial plans.

-Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

-Prepare and interpret client’s information such as investment performance reports, financial document summaries, and income projections.

-Answer clients' questions about the purposes and details of financial plans and strategies.

-Deep understanding of the financial products – mutual funds, bonds, corporate fixed deposits, life and non-life insurance, real estate and mortgages.

-Conduct seminars and workshops on financial planning topics


-BBA/B.COM/ FRESHER/ or 1 year experience in financial services industry.

-Very strong sales and people skills with an ability to handle large client portfolios.

-A deep understanding of the financial advisory business process

-Proven people, business and project leadership & negotiation experience

-Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills

About the Company:
-Bridge Investment Advisors is a boutique financial planning and advisory firm set up to help individuals and families achieve their financial aspirations.

Salary 1 Lac 50 Thousand To 4 Lac P.A.
Industry Banking / Investments / Stock Market / Financial Services
Work Experience 0 - 3 Years
Qualification Other Bachelor Degree

Key Skills

Sales Mutual Funds Sales Insurance Consultant

Company Profile

Company Name

Shanvi Staffing And Training Services

About Company Our team of expert headhunters will find you the best candidates for your job opening. Our clients witness an offer rate of 80% among our candidates. For priority listings, we provide a turnaround time of a single day.
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