- 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