Job Description

Job Title: Relationship Manager

Location: Noida

Company: The Policy Exchange

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About Us:

The Policy Exchange is a leading name in the BFSI (Banking, Financial Services, and Insurance) sector, dedicated to helping individuals achieve their financial goals. We are seeking a skilled and dynamic Relationship Manager to join our team and manage investor portfolios with excellence.

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As a Relationship Manager at The Policy Exchange, you will be responsible for maintaining and creating portfolios for the investors. Your primary focus will be on delivering exceptional service and building long-term relationships with clients. Your expertise in sales and strong interpersonal skills will be key to your success in this role.

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Key Responsibilities:

- Maintain and develop investor portfolios, ensuring clients' financial objectives are met.

- Provide personalized investment advice and solutions to clients.

- Cultivate strong relationships with new and existing clients.

- Identify potential investors and expand the client base.

- Monitor and manage clients' investment portfolios, ensuring optimal performance.

- Achieve sales targets and contribute to the company's growth.

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Requirements:

- Proven experience as a Relationship Manager or similar role in the financial sector.

- Exceptional sales skills with a track record of meeting or exceeding targets.

- Strong understanding of mutual funds, insurance, and financial terms.

- Excellent communication and interpersonal skills.

- Ability to build and maintain long-term client relationships.

- Self-motivated and goal-oriented.

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What We Offer:

- Competitive salary of 4-5L per annum.

- Performance-based unlimited incentives.

- Comprehensive training and development programs.

- Opportunities for career growth and advancement.

- Supportive and dynamic work environment.

- Benefits package including health insurance and retirement plans.

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How to Apply:

If you are a motivated and skilled sales professional with a deep understanding of mutual funds, insurance, and financial terms, we would love to hear from you. Please send your resume and a cover letter detailing your relevant experience to [Kashish@thepolicyexchange.com].

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• Join us at The Policy Exchange and take your career to new heights by helping clients achieve their financial aspirations!

Job Type: Full-time

Pay: ?26,855.34 - ?70,698.28 per month

Schedule:

• Day shift

Supplemental pay types:

• Performance bonus

Education:

• Bachelor's (Preferred)

Experience:

• total work: 1 year (Preferred)
• Sales: 1 year (Preferred)
• Management: 1 year (Preferred)

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 8595118301