Rudra Placements Services
https://rudraplacements.comAbout
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Jobs at Rudra Placements Services
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Hiring: Relationship Manager – Sales
Experience- 3+ years
Location- Delhi & Noida
Demat and equity are mandatory
Key Responsibilities:
Acquire new clients and open Demat/Trading accounts.
Generate revenue through Equity, Mutual Funds, SIP, Insurance, and other investment products.
Build and maintain strong client relationships.
Provide basic market updates and investment solutions to clients.
Achieve monthly sales and revenue targets.
Requirements:
Graduated in any discipline.
Experience in Sales, Broking, Wealth Management, or Financial Services.
Good communication and client handling skills.
Knowledge of Equity Markets, Mutual Funds, and Investment Products preferred.
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
Key Responsibilities:
Manage and advise HNI/Affluent clients on investment opportunities.
Drive AUM growth and achieve acquisition targets.
Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares.
Conduct periodic portfolio reviews and provide customized wealth solutions.
Build and maintain long-term client relationships.
Collaborate with branch teams to drive business growth.
Eligibility:
Post-graduate preferred.
2+ years of experience in Wealth Management, Investment Advisory, Private Banking, or HNI Relationship Management.
Strong knowledge of Mutual Funds, PMS, AIF, Equity Markets, and Wealth Products.
Excellent client acquisition and relationship management skills.
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