Asit C Mehta Financial Services - Relationship Manager (0-10 Yrs) Mumbai/Pune (BFSI Sales)

Asit C Mehta Investment Intermediates Ltd is a leading stockbroking and financial services firm committed to providing exceptional financial solutions to our clients. We are currently seeking a dedicated and dynamic individual for the role of Relationship Manager to join our team.Key Responsibilities :- Branch Visits : Engage in regular visits to bank branches to foster relationships and promote our financial products and services.- Financial Advisory : Provide comprehensive financial advisory services to clients, offering tailored solutions based on their needs and goals, to present information & explain our products.- Client On-boarding : Facilitate the onboarding process for new clients, ensuring a seamless and efficient experience.- Training : Providing timely training to bank staff and key clients post onboarding.
-Business Generation : Actively pursue business opportunities among prospective clients associated with the designated branches, driving revenue growth.- Product Presentation : Educate clients about our range of wealth products, presenting information in a clear and compelling manner.- Regulatory Compliance : Ensure adherence to regulatory requirements, including KYC procedures and other compliance-related tasks.- Account Opening : Assist clients in the account opening process, guiding them through our portal and services.Qualifications and Skills :- Open to candidates of all experience levels, including freshers, as comprehensive training will be provided.- A strong interest in the financial services industry with an eagerness to learn and grow.- Ability to foster and maintain client relationships.- Demonstrated knowledge or willingness to learn about wealth products and financial markets.- Dedication to understanding and implementing regulatory compliance requirements.- Ability to work collaboratively within a team environment while also independently driving results. (ref:updazz.com)

Payroll Type : Permanent