Inside Sales Executive jobs in Mumbai - Jobs Shop India

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  • Sr. Relationship Manager / Relationship Manager

    Jobs Shop India

    1. 1 - 5 yrs
    2. Mumbai NA NA NA
    NA
    Rs 1,00,000 to 3,00,000 p.a.

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  • Job View 48 Views
  • Applicants Less than 5 Applicants
  • 2021-04-03 2021-10-03

Job Description

Job Description

1. Acquisition of new clients and formulating strategies to increase the client base.

2. Dealing with existing clients.

3. Preparation and execution of Financial Planning.

4. Regular portfolio review of client.

5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.

6. Approaching need based product to the client through Financial Planning.

7. Access the portfolio risk according to changing market situation.

8. Generating the revenue primarily through core products.

Job Specification

1. Candidate with Excellent communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1.6 year

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Industry

Banking / Financial Services / Stock Broking

Functional Area

Sales & Marketing / Business Development/telecaller

Number of Vacancy

50

Education

Other Bachelor Degree, B.A, B.Com, B.Sc


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