Key Responsibilities:
1. Build and maintain long-term relationships with existing and prospective clients.
2. Understand clients' financial goals and suggest suitable investment solutions.
3. Promote financial products such as Mutual Funds, SIPs, Bonds and other investment opportunities.
4. Generate new business through client acquisition, referrals and networking.
5. Follow up with clients regularly and provide portfolio-related service support.
6. Assist clients with investment onboarding, documentation and account-related queries.
7. Achieve business development and revenue targets.
8. Stay updated on financial markets, investment products and industry developments.
Experience
0 - 2 Years
No. of Openings
1
Education
Graduate
Role
Relationship Manager
Industry Type
Financial Sector
Gender
[ Male / Female ]
Age Limit
18 - 22 Yrs.
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face Interview Location
12, 2nd Floor, Rd Number 82, near Bank of Baroda, West Punjabi Bagh, Punjabi Bagh, New Delhi, Delhi, 110026