Relationship Manager

Unifour Group

Morabadi maidan

On-site

INR 400,000 - 600,000

Full time

4 days ago

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Job summary

Unifour Group in Morabadi, Jharkhand, India, invites an ambitious sales professional to join its Trading, Asset & Wealth Management team. The role focuses on Sales & Business Development, acquiring new HNI clients, and building lasting relationships in a fast-moving financial services firm.

You will manage compliance and daily sales reports, maintain CRM, and work within a SEBI-registered PMS distribution environment offering PMS, Mutual Funds, AIF, Bonds, and other wealth products to

Qualifications

1+ years in PMS / Mutual Fund / Life Insurance / Banking.
SEBI-registered PMS distribution firm.
APMI Registered. IRDA registered Insurance broker.

Responsibilities

Sales & Business Development: Acquire new HNI clients
Relationship Management
Compliance & Process: Maintain CRM and daily sales reports.

Education

MBA/PGDM in Finance, Marketing

Job description

Responsibilities

Sales & Business Development: Acquire new HNI clients

Relationship Management

Compliance & Process:Maintain CRM and daily sales reports.

Must Have: 1+ Years in PMS / Mutual Fund / Life Insurance / Banking

Role Category: Trading, Asset & Wealth Management

Education

PG: MBA/PGDM in Finance, Marketing

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

We are a SEBI-registered financial services & PMS distribution firm. We offer PMS, Mutual Funds, AIF, Bonds, and other wealth products to HNI & Retail clients. APMI Registered. We are also an IRDA registered Insurance broker.

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