Relationship Manager Wealth

 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