Job Description

1) Relationship ManagerLocation Santhome, Chennai(2 Nos.) , Mumbai(1 No.)-Work from Home/or a location which would be identified later.Role - Acquiring customers for Mutual Fund, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS/AIF, Estate Planning etc and managing their portfolio.Experience- Minimum of 2 years relevant experience . Experience in Equities, Life Insurance or Mutual Funds is mandatoryRequired skills/resources/Expectations - Should possess existing client base and proficient in English communication.Qualification- Any degreeEnablers from the organisation - Expert team to support with rich industry experience to convert sales, comprehensive mobile app/web portal for execution, monitoring of portfolio , Download various kinds of reports etcCompensation- Upto 6 lacs annual CTC(for each) plus attractive incentivesCertification - NISM V A(Optional for Chennai, Mandatory for Mumbai)2)Service Relationship Manager(SRM)- 1No.Location : Santhome, ChennaiRole DescriptionThis is a full-time on-site role for a Service Relationship Manager. The Service Relationship Manager will be responsible for maintaining and deepening client relationships, managing customer inquiries and concerns, and addressing any issues that arise. The Service Relationship Manager will be primarily responsible for ensuring customer satisfaction, providing excellent customer service and deepening client relationships to generate incremental business.Apart from this the SRM will have to call new prospects with the database shared by the team based on the guidance given.QualificationsClient Service and Customer Service skillsExcellent communication skillsAbility to manage customer inquiries and resolve issuesAny degreeMinimum of one year of work experience in any industry in a similar roleExperience with customer relationship management tools, basic understanding of financial products and services is preferredAnnual CTC2.5 to 3.5 lacs

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