 Acquisition of new clients and formulating strategies to increase the client base.
 Dealing and servicing of existing clients.
 Preparation and execution of Financial assessments.
 Conducting Regular portfolio review of the clients.
 Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
 Approaching need based product to the clients through Financial assessment.
 Generating the revenue primarily through core products.
Experience
1 - 7 Years
No. of Openings
50
Education
Graduate
Role
Relationship Manager
Industry Type
Banking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office