Relationship Manager - Mumbai, Maharashtra, India

Only for registered members Mumbai, Maharashtra, India

3 days ago

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Job summary

This role is for one of the Weekday's clients

As a Relationship Manager, you will act as a trusted advisor to clients,
understand their investment needs and recommend suitable mutual fund solutions.
You will play a key role in revenue generation customer retention
and long-term relationship building.

Sales & Target Management

  • Achieve monthly quarterly and annual sales targets for mutual fund products
  • Track daily sales activities and maintain accurate MIS and CRM updates

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