The relationship manager will be responsible for Mutual fund accounts of our exisiting investors as well as will have to be involved in acquiring new investors.

• Will have to oversee multiple Mutual Fund accounts in respect to current market scenario
• Set up meetings with potential clients and listen to their wishes and concerns
• Prepare and deliver appropriate presentations on products and services
• Actively seek out new sales opportunities through cold calling, networking and social media

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent sales and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to prioritize tasks and to delegate them when appropriate.
• Proficient with MS office and other software
• 4-5 years of experience in mutual funds 
• proficient knowledge of Mutual Fund or Insurance is preferred

• · Preferably CFP, CFA, CAIA
• · NISM V-A Certified 

Work Location: Rohini, Delhi ( walking distance from Rithala Metro Station ) or Sonepat, Haryana

Job Types: Full-time, Regular / Permanent

Salary: ₹3.50,000.00 - ₹5.00,000.00 per year

Benefits:

• Health Insurance
• Leave Encashment
• Paid sick time
• Paid time off
• Provident Fund

Schedule:

• Day shift

Supplemental pay types:

• Performance bonus
• Quarterly bonus

• Job Responsibility will include client acquisition for stock market product both domestic and international.
  
• Building and handling relationship with out existing clientele and prospects.
• Activating dormant accounts.
• directly supporting in increasing daily trade volumes.
• Outbound sales calls if deemed necessary.
• Cross sales of 3rd party products like Mutual Funds, Insurance, Loans etc. 

• · Graduation Mandate. 
• · Stock Market knowledge is mandatory. 
• · Should possess good communication skills. 
• · Dealing Cross Sales Experience is preferable. 

• Graduation in any stream.
• Experience of at least 1-2 years in stock market.

Work Location: Sonepat, Haryana 

• Client acquisition for loans.
  
• Resolving queries of our existing clientele and prospects regarding various loans.
• Doing cross-sales activity with other financial products like Mutual Funds, Insurance, Stock Market.
• Building relationships with clients educating them about benefits of loans. 

• · Graduation Mandate. 
• Experience in Loans product.
• Proficient knowledge of Home Loans, Loan against property, Personal Loans. 
• Should possess good communication skills. 
  
• Dealing Cross Sales Experience is must. 

• Graduate in any stream.
• Experience of 2-3 years.

Work Location: Rohini, Delhi ( walking distance from Rithala Metro Station )

• Client acquisition on regular intervals in products like health insurance and life insurance.
• Client acquisition for Group/corporate policies
• Convincing existing clientele to increase sum-insured for their policies.
• Making outbound sales if deemed necessary.
• Solving queries of our existing clientele and prospects.

• Minimum 2- 3 years of experience from same or related field
• Proven experience as Health/Life Insurance Sales Representative.
  
• Good knowledge of’ insurance plans including automobile, fire, life, property, medical etc. 
• Excellent skills in communication and presentation.
• Experience in delivering client-focused solutions and in creating long-lasting relationships.
• Graduation Degree in any stream Mandatory.
• Daily reporting of Achievements on CRM software.
• Ensuring productivity on monthly basis.

Work Location: Rohini, Delhi ( walking distance from Rithala Metro Station )

• To make trades over recorded call on behalf of existing clients.
• To keep track of IPO's, FPO's, rights issues to help client apply them. 
• To activate dormant accounts.
• To contribute actively in increasing the daily trade volumes.
• To promote cross sales activity in Mutual Funds, Insurance, Loans etc.

• Educating clients on online/digital platforms & providing demo of the same, helping customers to place orders online.

• · Experience: 2 to 3 years
• · Graduation Mandate
• · Hardcore experience & knowledge in Equity, FNO & have worked minimum 18-24 months or more as dealer 
• · Maintaining & developing client relationship
  
• · Assisting clients for their queries & maintain relationship accordingly.
  
• · Keep well-informed of the market news, financial trends & current affair.
• · Enhance & diversify clients existing portfolio.
• · Excellent communication skills, good convincing/presentation skills.
• · Go getter attitude with prior achievements appreciated.

Work Location: Rohini, Delhi ( near Rithala metro station )

Job Types: Full-time, Regular / Permanent

• 4+ YEARS OF EXPERIENCE IN MANAGERIAL/SUPERVISORY EXPERIENCE PREFERABLY FROM THE INSURANCE OR FINANCIAL INDUSTRY.
• Graduation Mandate.
• NISM Certification is preferable
• Should possess good communication skills.
• Cross Sales Experience is must.
• Proficient experience in insurance products like Health Insurance, Life Insurance etc.

Work Location: Sonepat, Haryana

Job Types: Full-time, Regular / Permanent

Salary: ₹3.50,000.00 - ₹500,000.00 per year

Benefits:

• Health Insurance
• Leave Encashment
• Paid sick time
• Paid time off
• Provident Fund

Schedule:

• Day shift

Supplemental pay types:

• Performance bonus
• Quarterly bonus