Relationship manager direct sales jobs - Mumbai - Tranzitopz consultancy - 2.5 to 4 years of experience - 29 March 2021
Job Description
Job Description :
Position - Sr. Relationship Manager / Relationship Manager
Location – Mumbai /Pune /Ahmedabad/Vadodara
CTC: 3-6 lc per annum + Monthly Incentives + R & R
Reporting To : Branch Manager
1. Acquisition of new clients and formulating strategies to increase the client base.
2. Dealing with existing clients.
3. Preparation and execution of Financial Planning.
4. Regular portfolio review of client.
5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.