Caring Click Enterprises
Navrangpura, Ahmedabad

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1 Caring Click Enterprises Jobs and Careers

Relationship Manager Wealth

Caring Click Enterprises

  • 1 - 7 yrs
  • 3.5 Lac/Yr
  • Ahmedabad
Equity Sales Client Relationship Mutual Funds Financial Advisory
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.
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