Relationship Manager

Permanent | Gurugram

Permanent
Gurugram

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We’re looking for an experienced Relationship Manager to join our team at BondsIndia!

What we look for

We are looking for a Relationship manager who build strong relationships with customers and business clients. RM must call on qualified leads and convert them into sales and need to build a good relationship with existing clients for repeat transaction. They seek out new business opportunities, advise clients on product/service solutions that meet their needs, and resolve any issues or complaints.

What you’ll do

Convert qualified leads into sales through calls, Relationship building with existing HNI clients for fixed-income products – Bonds.

Understand the investment/financial needs, risk appetite of the client to create and manage a long-term relationship plan.

Identify and execute, new business opportunities with existing clients.

Handle the client’s investment portfolio, providing financial research, accurate information and tailor-made financial solutions.

Key Requirement

Should be relationship oriented with good inter-personal skills.

Impactful communication skills to effectively engage affluent consumers.

Should have Tele sales experience.

Self-motivated, dynamic, target-oriented & goals achiever who can work independently.

Ensuring customer satisfaction by customized and efficient support.

Prior experience in MF, Insurance, FD, SIP, and Bonds will be given preference.

What You Will Get

Strike a balance between work and personal life.

Lucrative incentives.

Training and knowledge of the financial market by industry expert.

Note: It is not call centre job, this is like a wealth manager profile

Our ideal candidate

0.6 - 5 years of experience

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About the company :

Launchpad Fintech Private Limited, having brand name Bondsindia, is a technology-based startup to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing of financial services and IT Solutions. We are registered as stock broker in New Debt Segment of BSE Limited. Essentially, we act under the fintech domain to serve our clients for their wealth management and advisory needs more specifically towards the fixed income asset class.

Website - https://bondsindia.com/

Job Summary:

Roles & Responsibilities:

Convert qualified leads into sales through calls, Relationship building with existing HNI clients for fixed-income products – Bonds.
Understand the investment/financial needs, risk appetite of the client to create and manage a long-term relationship plan.
Identify and execute, new business opportunities with existing clients.
Handle the client’s investment portfolio, providing financial research, accurate information and tailor-made financial solutions.

Key Requirement :

Should be relationship oriented with good inter-personal skills.
Impactful communication skills to effectively engage affluent consumers.
Should have Tele sales experience.
Self-motivated, dynamic, target-oriented & goals achiever who can work independently.
Ensuring customer satisfaction by customized and efficient support.
Prior experience in MF, Insurance, FD, SIP, and Bonds will be given preference.