Executive – Client Relations

Type:
Full Time
Location:
Tardeo-Mumbai
Description:

Company Name: Beyond Life Financial Services

Company Profile (in short): Beyond Life Financial Services is a AMFI registered mutual fund distributor. We serve over 2,000 clients across the world helping them with suitable investments for their financial goals. We are looking to recruit suitable candidates in the role of Client Relationships Executive at our Mumbai office.

Job Responsibilities :

  • Conduct client acquisition activities like seminar and webinars with corporates to build your own client base
  • Using the goal based approach grow revenue through mutual funds, life insurance, medical insurance, PMS and other suitable products.
  • Assist senior relationship managers in preparing goal based plans for clients
  • Conduct regular goal based reviews with clients

Key skills & qualities :

  • Excellent English communication skills (written and verbal)
  • Knowledge of Microsoft Office – Excel & PowerPoint
  • Like to meet new people and a flair for sales

Qualification & experience :

  • Graduate and passed all exams of CFP

Compensation will be as per industry standards and commensurate with experience.

Website: www.beyondlife.in

Hiring Manager Details:

[email protected]