Relation Manager jobs in Pune - Mudrabiz

  • Relation Manager

    Mudrabiz

    1. 0 - 1 yrs
    2. Pune NA NA NA
    NA
    Rs 2,00,000 to 2,50,000 p.a.

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  • Job View 57 Views
  • Applicants Less than 5 Applicants
  • 2021-01-25

Job Description

Job Description -

1. Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like Mutual Funds, Insurance, Loans, PMS, PE, Bonds, Mortgage, Structured Products, Equity etc.

2. HNI Client Handling and Acquisition

Personal attributes -

1. Good communication & presentation skills

2. Good knowledge in investment products,

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