Relationship Manager

Nirmal Vision

- Acquiring Investment Referral Partners

- Meeting Wealth Managers, Financial Advisors, CAs,

- Provide Strategic advice and information about the Investment product to the Partners

• Explain the benefits to the Partners and assist in the meetings wherever required

• Bring Investments from the Referral Partners through their Investors

• Preparing Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.)

• Assisting Team in Investor relationship management (KYC, Investment process, etc.)

• Monitor post Investment reports, ensure compliance with internal and regulatory policies, assist business in reporting, monitor / identify money laundering risks & assist in internal and external audit processes

• Engaging with an inbound partner leads on the platform to convert, onboard and manage the relationship

• Preparing presentations and maintaining the database of portfolios for periodic reviews

Requirements

- Post Graduate in Finance or Banking

- Work experience as a RM in Banks or Financial Institutions, or a similar role in the Sales Department.

-Professional certification in sales and marketing will be an advantage.

-Great interpersonal skills.

-Exceptional verbal and written communication skills.

-Strong organizational skills.

-Ability to work in a team or individually as and when required.

-Ability to manage and handle multiple tasks. - Outstanding problem-solving skills.

-Exceptional attention to detail.

-Hard-working individual.

-Good time management abilities.

-Strong decision-making skills.

-Ability to tolerate stress and pressure.

-Self-motivated and result driven approach

• Experience

  3 - 5 Years

• No. of Openings

  1

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office