We are currently hiring for the position of Relationship Manager. We are seeking individuals who can consistently bring in new clients on a monthly basis.
About Us: FTA India is dedicated to providing top-notch financial education and financial services and investment solutions to our clients. Our mission is to empower individuals to achieve their financial goals through expert guidance.
Job Summary: As a Relationship Manager in financial distribution, you will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored financial solutions. Your primary goal will be to drive sales, increase client satisfaction, and contribute to the overall growth of the company.
Job description:
Client Acquisition: Identify and acquire new clients through various channels, including referrals, cold calling, and networking events.
Relationship Management: Develop and maintain long-term relationships with clients by providing personalized investment advice and solutions.
Sales Targets: Achieve and exceed sales targets by promoting and selling products like Demat account, Mutual funds, PMS, AIF, FDs, NPS and Bonds etc.,
Portfolio Management: Assist clients in managing their investment portfolios, ensuring they align with their financial goals and risk tolerance.
Customer Service: Provide exceptional customer service by addressing client queries, resolving issues, and offering timely support.
Compliance: Ensure all activities comply with regulatory requirements and company policies by SEBI.
Team Co-ordination: Collaborate with other team members to ensure smooth operations and client satisfaction.
Participate in team meetings and contribute to overall team goals.