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Urgent opening Financial Advisor/ Relationship Manager Full-time Job

1 week ago Account & Finance Mumbai   11 views
Job Details

Roles and Responsibilities

Proactively identify opportunities to structure innovative solutions and cross-sell the full range of products tailored to customer needs and requirements and in the process, ensuring increase in the share of wallet.

Revenue generation through cross sell of wealth products like Mutual Funds, Bonds, Insurance (Life & General Insurance) , Investments, Loan (HL, LAP, LAS), PMS , Estate Planning etc through networking, database, and references.

Formulate outbound and inbound sales plan to acquire new Clients for increasing customer base of the portfolio.

The candidate should be able to Understand the financial products ( MF, Loans, Insurance, Estate Planning, PMS ) of the company and pitch the same to prospective clients.

Relationship Management for a Portfolio of customers.

Keyskills. -. HNI & Retail Client Acquisition / Mutual funds / PMS / cross selling Financial Products, Loans, Insurance.

Desired Candidate Profile

Must have good communication & presentation skills

Actively seek referral opportunities and follow up on leads.

Activation of existing inactive clients and sub-brokers

Ability to build and deepen relationships with clients, within the community and within SOBA to achieve desired results

Knowledge of English and Hindi.

Contact - Praveen Suthar - HR - Mobile number given below

This is a walk-in to proceed further contact HR at the venue on date and time mentioned.

Please contact the HR on the mobile number mentioned below.


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Company Description
SOBA INFOSEC is a Mutual Fund distribution & Financial Services Conglomerate company based in Mumbai. The company is aiming to evolve as a professionally managed, quality conscious and customer focused financial investment and distribution company. The strength of SOBA lies in knowledge in investment and delivery of sustainable value to clients with support from cutting-edge technology platforms.