Relationship Manager Job in Delhi at Centricity Wealthtech

About the role:

• The candidate will be responsible for client acquisition and managing the overall client relationship.
• Responsible for achieving target.
• Engaging with customers to enrich the relationships and garner higher wallet share of the client.
• Ensure coverage of all relationships through customer engagements and risk profiling
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers through converting referral leads.
• Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure the best services are provided to them.
• Having relevant experience in the financial services industry.
• Proven people, business, and client relationship handling skills.
• Having a pleasing personality and effective communication skills
• Ability to engage sizable clients.
• Strong persuasion skills
• Deal closure ability.
• Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.

Primary Role:

Recruitment:

• Generating Leads for Financial Product Distributor
• Coordinating / Conducting Business Opportunity Session to upcoming / Existing FPDs
• Assisting new FPDs to clear NISM Exams

Business Development:

• Providing Trainings to Partners on Product availability
• Preparing Business Development Plans for partners and training them to achieve via Joint Calls, Conducting Client Meeting, Asset Allocation with Product Diversifications
• Establishing Strong relationships with Partners, IFA in the assigned geography and providing right communication on Products, Solutions, and services, which helps on their business growth.
• Providing the right information and Coordinating / Conducting regular Partner Meetings to enable their knowledge.

Candidate Requirement:

• Self-motivated, Responsible, With convincing power. Team handling and motivation skills. Good Communication skills.
• MBA. CFP or equivalent will be a positive.
• 2 plus years of experience.

The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite. Wealth management professionals prefer focusing on their clients’ interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push.