Relationship Manager Wealth

  • icon job experience 1 - 7 Years
  • icon job opening 5 Openings
  • icon salary 2.3 - 3.5 Lac/Yr
  • icon job posting Posted 45 days ago
  • Face-to-Face interview Face-to-Face interview
  • icon job location Ahmedabad

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

    Post Graduate (Post Graduate Diploma, M.B.A/PGDM)

  • 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

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