Mutual Funds Sales Fresher Jobs in Patna

As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.

Sales is an integral part of the bank's front line sales force.The Job involves extensive travelling within the assigned area and conducting market/customer mapping with the primary responsibilities mentioned below.1) To acquire New to Bank customers and pursue new business relationships by selling: Savings Accounts. Current Accounts. Term Deposits. Debit / Credit Cards. PG Products (Life Insurance / General Insurance / Mutual Fund / Retail Asset Products / Online Trading).2) Responsible for achieving monthly sales targets3) To fulfil KYC & Compliance norms.4) To reach out to High Net-worth Individuals.5) To increase the customer base by developing business relationships with current customers.Skills High Sales orientation for achieving numbers good convincing and Nego.

We are looking for 25 Relationship Executive Posts in Patna, Bihar,Ranchi, Jharkhand,Bhopal, Madhya Pradesh,Jabalpur, Madhya Pradesh,Indore, Madhya Pradesh,Bhubaneswar, Odisha,nism,Mutual Funds Sales,Amcs, with deep knowledge in nism,Mutual Funds Sales,Amcs and Required Educational Qualification is : Other Bachelor Degree, M.B.A/PGDM, M.Com