Relationship Manager Wealth

Caring Click Enterprises

1 - 7 Years
5 Openings
2.3 - 3.5 Lac/Yr
Posted today
Face-to-Face interview
Ahmedabad

Key Skills

Equity Sales Client Relationship Mutual Funds Financial Advisory

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Job Description

 reactivate inactive clients pan-india via phone / online engagement.  encourage clients to start sips or invest in mutual funds, direct equity ,pms, or bonds.  achieve sip and aum mobilization targets as per plan.  source new clients through referrals and personal networks.  conduct portfolio reviews, performance updates, and client follow-ups.  maintain accurate crm records and adhere to sebi / amfi compliance standards.

Experience
1 - 7 Years
No. of Openings
5
Education
B.Com, Post Graduate Diploma, M.B.A/PGDM [Finance]
Role
Relationship Manager Wealth
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
206, ABC-1, Nr St. Xavier’s College Corner, Off C.G.Road, Navrangpura, Ahmedabad - 380009