Client Relationship Executive Jobs in Pune - Helpuinvestment
Job Description
We have urgent opening for profile of Relationship Manager at Helpuinvestment at our Kalyani Nagar location.
- Helpuinvestment is a financial advisory company manages individual and corporate finance.
- We have the expertise in managing and advising individual and corporates for taking key financial decisions with respect to investment, protection taxation and portfolio management.
- An Relationship Manager handles a group of HNIS.
- Profiling Customers and provide financial products to meet customer needs and catering Investment Products and Services according to Customer Needs.
- Providing back end support to the clients and processing their request using our various platforms.
- Acquire new customers who meet product criteria through cross-referencing and calling on HNI data base.
- Building relationship with key decision maker of various corporates.
- He or she who will join this company will gain a practical knowledge in the field of capital market and will get the experience of private wealth management services which will help them if he or she wants to make a career in banking and investment relationships manager field.
- LOCATION PUNE Kalyani Nagar
Job Particulars
Who can apply Freshers and Experienced (0 to 1.5 Years )
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id416727
Job Category Diploma , BSc/BCA/BBM , Others
Locality Address Bhosari , Bund Garden Road , Camp Area , Chandan Nagar , East Street , Erandwane , F.C. Road, Fatima Nagar , J.M. Road , Kalyani Nagar , Karve Nagar , Katraj , Kharadi , Kondhwa , Koregaon Park , Kothrud, Magarpatta , MG Road , Senapati Bapat Road , Swargate , Viman Nagar , Wagholi , Wakad , Yerawada
State Maharashtra
Country India
About Company
We are a financial advisory company manages individual and corporate finance. We are cater various financial services related to financial planning, portfolio management, Individual finance and corporate financial products. It may be investment or protection or taxation. We have the expertise in making value addition in the field of financial decision making.
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