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Relationship Manager (BB-AC1CF)

Found in: Talent IN

Job DescriptionJOB PROFILEAcquisition of new clients and formulating strategies to increase the client base.Dealing with existing clients.Preparation and execution of financial planning.Regular portfolio review of client.Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the client through financial planning.Access the portfolio risk according to changing market situation.Generating the revenue primarily through core products.Candidates with experience in direct sales channel . Should have an experience of selling Mutual Funds, Life Insurance, General Insurance, Fixed Income products.Any Grad wid investment Advisor Experience of more than 1.5yr.Candidates with qualifications like CFP, CWM,NISM - MF Module certification would have an added advantageCandidate with NISM MF Series VA / PGDFP /MFP Certification will have an added advantageAlternate Sat and Sunday weekoff.

calendar_today6 days ago


location_on Vadodara, India

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