Relationship Manager / Bde In Finance/ Financial Sales Executive Job in 4c Consulting Private Limited

Job Description

Job Title: Relationship Manager
Location: Ahmedabad
Job Timings: 9:30 AM to 6:30 PM
No. of Vacancy: 2
Gender: Female Preferred
Work Experience: 1-2 yrs in Finance Related Field/ Fresher may also Apply
Qualification: BBA/BBM/PGDM/MBA in Finance

Job Purpose is to assist the organization's sales and growth efforts by contributing to new customer acquisition, provide ideas to attract new clients and keep the senior management updated about marketplace and competitor activity.

Main Responsibilities:

• Make calls and fix up appointments with the potential clients
• Data Mining for leads
• Should be able to convert the leads / call the clients on a regular basis.
• Attending new inquiries and talking to potential clients to determine their expenses, income, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Advising strategies for clients in investment planning, cash management, and other areas to help them reach financial objectives.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Managing and updating client portfolios.
• Daily coordination with the team and feedbacks on every lead.
• Have to work on targets

Skills Required:

• Good Communication Skills in Gujarat, Hindi, and English
• Good Convincing Power
• Hard working
• Knowledge of Financial Products like mutual funds, corporates bonds, govt. securities, debentures, etc
• Computer Knowledge