Sales/ Relationship Manager-Mutual Funds
Job Description:
Job Profile:
- Relationship Management.
- Customer Profiling
- Client interaction
- References from existing clients to acquire new clients
- Updating clients on the market
- Giving the proper information to clients of a transaction at a specific interval.
- Strive towards achieving an individual goal and thereby the branch and organizational goals.
- Cross Selling
Candidate’s Profile:
- Hardworking & Confident.
- Smart Presentable.
- Go getting attitude.
- Experience in client handling.
- Should have good knowledge of personal finance-related products/the Mutual Fund
- Should be well-versed in MS Excel
- Good communication skills
- A candidate with a Finance background will be preferred.
- AMFI and NISM certified preferred
- Experience in wealth management is preferred
Salary: As per Industry Norms + Sales Incentive + Traveling Allowance.
Job Location: Panvel /Kharghar/Seawoods
Qualification: Any
Gender: Male/Female
Key Skills :
Company Profile
--- --- --- --- Private Limited is a Private incorporated on 19 April 2006. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 100,000 and its paid up capital is Rs. 100,000.It is inolved in Activities auxiliary to financial intermediation, except insurance and pension funding.[This Group includes activities involved in or closely related to financial inter-mediation other than insurance and pension funding but not themselves involving financial inter-mediation].
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.