Relationship Manager
Relationship Manager
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Job Description
Job Description / Responsibilities
1. Client Acquisition through leads and own source
2. Understanding the clients financial goals and needs
3. Recommend products according hi/her needs and risk profile
4. Check clients financial goals regularly and also suggest any changes if required.
5. Help clients to achieve his/her financial freedom.
Desired profile of the candidate
1. Must be from financial industry like having an experience in loans insurance or mutual funds.
2. AMFI/NISM Certification
3. Must have experience of 24 years.
4. Must have a good communication skill
5. Good team player
6. Self motivated
7. High on integrity
Employment Type
Full Time
