Relationship Manager

Company Description :

Elixir Equities Pvt. Ltd. (EEPL) is a rapidly growing financial services firm with operations in Prop Trading, Stock Broking, Portfolio Management & Mutual Fund distribution. We have over 20+ years of experience in the wealth management space, guided by our founders who are widely recognized industry leaders.

Our mission is to build wealth for the country by building wealth for the next 100m Indians. To execute that we have launched a new brand PaisaSmart. Check us out on our socials (YT, Insta, LinkedIn) & check out our product here.

Our values are humility, curiosity, and passion and we look for those values in any candidates we hire.

Job Summary :

We are looking for energetic and driven individuals to join our team as Relationship Manager. In this role, you will focus on supporting our clients on their investment journey. This is an excellent opportunity for recent MBA Finance graduates or candidates with up to 3 years of experience who aspire to build a career in sales in the financial services industry, especially into Mutual Funds.

Key Responsibilities :

• Client Engagement : Connect with potential customers to understand their investment needs and find the right solutions to their financial problems- Sales Strategy : Craft compelling sales pitches tailored to clients' financial needs to drive interest in investing.- Customer Support : Build strong relationships with clients, address their queries, and assist them through the registration and investment process.- PPO Conversion : Drive customer engagement to achieve successful conversions while ensuring a positive client experience.- Pipeline Management : Monitor leads, follow up diligently, and close deals to achieve assigned sales targets.- Market Feedback : Collect and share insights from customer interactions to support product development and marketing strategies.

Key Requirements

Compensation :