Relationship Manager
Patparganj, Delhi NCR
Open for Freshers
Cross SellingCustomer Relationship ManagementFinancial PlanningFinancial ManagementFinancial AnalysisNational Institute of Securities Markets (NISM) Certification
Job Description:
Acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies.
Preparing reports and presentations for investor awareness and client engagement.
Educating potentials clients regarding the various services offered by the firm in an office or online meeting
New client conversions Through Mutual Fund, SIP, Retirement Planning
Mon to Fri full day working (9:30 am to 6:30 pm)
Managing Mutual Funds or overseeing AUM ( Assets Under Management )
Independently managing a substantial AUM.
