• The Relationship Manager will be responsible for acquiring new clients (NTB)
  • Maintaining client  relationships and generate revenue.
  • Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.
  • Sourcing  and servicing Mutual Fund and Insurance Clients
  • Revenue generation through new and existing client
  • Coordination with KYC team for documentation and compliance

Preference only from Banking, Trade Forex, Broking and Securities Companies experience only,
Looking for who is having a experience in Mutual Fund and Insurance,New clients Acquire, Revenue Generation
Max age 40 Yrs
Only Wealth Experienced candidates. AMFI certified

Job Location: Delhi Gurgaon Noida
Experience (Years): 6-15 Years

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