Param Investopedia Private Limited
Location
Mumbai | India
Job description
Company Description
Param Investopedia Private Limited located at Located at Mindspace, Malad-West is offering a complete suite of investment and insurance products. It is amongst the top 400 MF distributors in India out of 1.25 lakh AMFI registered MF distributors. We have a 15+ years track record and are currently managing the finances of 800+ families.
Job Profile & Responsibilities
This is a full-time on-site role for a Relationship Manager. The Key Responsibility Area of Relationship Manager will be :-
- Client Sourcing
- Periodical Financial Review
- Day to Day Coordination between Clients & Operations
- Up sell and Cross sell
- Renewals of Investment & Insurance Products
The Key Performance Indicator of the Relationship Manager are :-
- New Client Conversion
- Client Retention
- New Client Referrals
- Product Sales Outcomes
- 100% Renewals
- 100% Client Wallet Share
The responsibilities also include for building and maintaining strong relationships with clients and prospects, handling client inquiries, offering investment and insurance solutions and tracking client progress. The Relationship Manager role requires excellent interpersonal skills and the ability to work independently.
Qualifications
- Excellent interpersonal and communication skills
- Proven experience as a relationship manager or a similar client-facing role
- Good understanding of financial products, markets, and industry trends
- Ability to work independently
- Bachelor's degree in Finance, Business Administration, or a related field
- Experience with CRM software and MS Office Suite
- CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification
- Fluent in English and Hindi
Desired Candidate Profile
- Willingness to make a long term career in Wealth Management
- Attributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus
- Willingness to Learn, Attention to Detail, Team Player
- Age of 30+
- Residing between Andheri and Dahisar
- 1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Wealth Manager
No of Openings : 3
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