Relationship Manager (Bancassurance)

Client Acquisition & Business Development New Client Acquisition Networking & Prospecting Onboarding & Fresh Investments AUM Management & Growth Fresh Investments AUM Responsibility Portfolio Diversification Client Relationship Management & Servicing Client Engagement Ongoing Client Servicing Quarterly Client Meetings Continuous Learning & Knowledge Enhancement Stay Informed Product Knowledge Ethical Sales Practices & Data Security Avoid Mis-selling Confidentiality & Data Security Client Solutioning & Need-Based Advisory Customized Financial Solutions Holistic Advisory Sales Target Achievement & Business Growth Meet Sales Targets Cross-Selling & Upselling Professional Conduct & Company Policies Dress Code & Professionalism Focus on Company Business Qualifications * Financial Planning and Investment Management skills * Experience in Investments, banking and Finance * Insurance knowledge * Strong analytical and problem-solving skills * Excellent interpersonal and communication skills * Relevant certifications such as CFA, CFP, or equivalent * Master's degree in Finance, Economics, or related field Requirements * 2+ years of Financial Services experience * 2+ years of experience in Sales * Master's Degree Compensation: 35,000.00 - 60,000.00 per month Benefits: Cell phone reimbursement Health insurance Internet reimbursement Leave encashment Paid sick time Application Question(s): How many years of experience you have in financial services, Wealth management, B2C sales Experience: B2C: 1 year (Required) Work Location: In person .