Sales Advisor jobs in Mumbai - Tranzitopz consultancy

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  • Job View 41 Views
  • Applicants Less than 5 Applicants
  • 2021-03-22 2021-09-22

Job Description


Greetings for the day,

We have an urgent opening for a leading client at different locations in Mumbai. Given below the same.

Job Description :

Position - Sr. Relationship Manager / Relationship Manager

Location Mumbai /Pune /Ahmedabad/Vadodara

CTC: 3-6 lc per annum + Monthly Incentives + R & R

Reporting To : Branch Manager

1. Acquisition of new clients and formulating strategies to increase the client base.

2. Dealing with existing clients.

3. Preparation and execution of Financial Planning.

4. Regular portfolio review of client.

5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.

6. Approaching need based product to the client through Financial Planning.

7. Access the portfolio risk according to changing market situation.

8. Generating the revenue primarily through core products.

Job Specification

1. Candidate with Excellent communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management.

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage.

Interested kindly contact. Please refer your friends if any in this field since it's an urgent requirement.

With best regards,

For Tranzitopz Consultancy

Shalini Narayan



Banking / Financial Services / Stock Broking

Functional Area

Sales & Marketing / Business Development/telecaller

Number of Vacancy



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

About Tranzitopz consultancy

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