Relationship Managers-boutique Financial Planning & Advisory Firm

Spectral Consultants
  • Gurgaon
  • 10-15 lakh
  • 2-7 years
  • 29 Jan 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Responsible for new client acquisition and managing the overall client relationship.
Sales and distribution of financial products like mutual funds / portfolio management services /
structured products / private equity products / corporate fixed deposits and bonds & debentures.
Sales and distribution of life and non life insurance products across all insurance companies in India
Offer advisory on primary and secondary real estate opportunities and mortgage products.

Desired Profile 2+ years experience of sales & BD into banks, NBFC, Financial Institution

Very strong sales and people skills with an ability to handle large client portfolios.

A deep understanding of the financial advisory business process

Proven people, business and project leadership & negotiation experience

Competencies/Skill sets for this job

Financial Planning Debentures Advisory Distribution Insurance Nbfc

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Spectral Consultants