Relationship Officer jobs in Delhi - Cchadha Investment

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  • Job View 215 Views
  • Applicants Less than 5 Applicants
  • 2021-06-28

Job Description

Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, Product understanding.

understanding client needs.

Contacting clients and meeting and review.

Review of client portfolio.

Risk Profiling of Existing & New Clients.

Industry

Banking / Financial Services / Stock Broking

Functional Area

Sales & Marketing / Business Development/telecaller

Number of Vacancy

3

Qualification

B.A, B.B.A, B.Com, M.B.A/PGDM


About Cchadha Investment

Financial Planning and Wealth Management company requires Regional Manager in Gurgaon, should be MBA with 1 year experience in the relevant field.

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