Its Your benefit
Website:
itsyourbenefit.com
Job details:
it’s Your Benefit is looking for an experienced and result-oriented Relationship Manager to grow our financial products distribution and wealth management business.
The candidate should have experience in banking, insurance, mutual funds, broking, wealth management or other financial services. The role requires strong relationship-building skills, confident cold calling and the ability to generate and convert quality leads.
Key Responsibilities:
• Generate new business through cold calls, references, networking and corporate outreach
• Fix meetings with HNI clients, professionals, business owners and NRIs
• Understand clients’ financial goals and coordinate suitable investment, insurance and financial solutions
• Manage relationships with banks, AMCs, insurance companies, PMS/AIF providers and other financial institutions
• Follow up with prospects and convert leads into long-term client relationships
• Service existing clients, conduct portfolio follow-ups and identify additional business opportunities
• Maintain proper lead records, sales updates and follow-up schedules
• Achieve monthly targets while maintaining professional conduct and regulatory compliance
Candidate Requirements:
• Minimum 3 years of experience in banking, wealth management, insurance, mutual funds, broking or financial-product sales
• Strong communication, negotiation and relationship-management skills
• Comfortable with cold calling, field meetings and target-oriented sales
• Ability to independently generate leads and close business
• Good understanding of investment and insurance products
• Existing professional network will be an advantage
• AMFI, NISM or IRDA certification is preferred
• Proficiency in Hindi and English
• Must be available for a full-time, on-site role in Dehradun
Compensation: Competitive fixed salary plus attractive performance-based incentives.
Interested candidates may apply with their updated CV, current salary, expected salary and notice period.
Click on Apply to know more.