Relationship Manager

Ananta Resource Management

Posted on : 08-01-2025

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1 Vacancy

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Job Location

Mumbai - India

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 08-01-2025

Job Description

Job Profile & Responsibilities:

A) Key Responsibility Area

Client Sourcing

Periodical Financial Review

Day to Day Coordination between Client & Operations

Up sell and Cross sell

Renewals of Investment & Insurance Products

B) Key Performance Indicator

New Client Conversion

Client Retention

New Client Referrals

Product Sales Outcomes

100% Renewals

100% Client Wallet Share

Qualifications

CFP/ NISM Level1 & Level2 Registered Investment Advisor Certification & NISM VA MF Certification

Other SkillsAdvanced working knowledge of Excel Basic Knowledge of Word & Power Point

Good written and spoken English

client sourcing,financial review,upsell and cross sell

Employment Type

Full Time

Company Industry

Key Skills

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About Company

Ananta Resource Management

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