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