Relationship Manager

Domain - Business Development

Industry - BFSI (Banking, Financial services and Insurance)

Patparganj, Delhi NCR

Open for Freshers

Partnerships & Collaborations

Relationship Manager
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  • Executive MBA - Financial Services
  • Executive MBA - Finance
  • Skills & Tools :

  • Cross Selling
  • Customer Relationship Management
  • Financial Planning
  • Financial Management
  • Financial Analysis
  • National 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.

    India’s first geo-location based job search platform

    Address: 1014, Lodha Supremus - Tower B, Lodha Business District 2, Kolshet Rd, Thane, Maharashtra 400607.

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