Relationship Manager Jobs in Ahmedabad - Care Wealth Management Service

Relationship Manager

Care Wealth Management Service

12000 - 18000 Monthly

Expired

Posted: 02 Aug 18

Job Description

JOB PROFILE:

RELATIONSHIP MANAGER

INDUSTRY: Wealth Management Service

LOCATION: Ahmedabad

JOB DESCRIPTION

Work as a personal financial advisor representing the company dealing in various products like mutual fund, equity, life insurance and all other financial products of the company.

To identify clients, understand their current needs and help them in financial advisory and better tax planning.

Advising retail / HNI / Ultra - HNI clients on creating a goal based financial plan.

Create relationships with the existing clients by becoming one point of contact for all advisory needs.

Generating new business opportunity for organization by referrals.

Conduct lead generation by direct mail, phone calls, internal sources and personal networking.

Acquisition & managing retail / HNI / Ultra- HNI clients.

Continuous engagement with clients by regular phone calls and personal meeting.

Providing excellent service and query resolution for the clients. Overall customer satisfaction and customer experience is extremely important.

Ability to move in the field for new client acquisition and maintaining existing relationships.

JOB SKILLS OR SPECIFICATION

Relationship building

Relationship management

A strong written and verbal communication skill in English is a must.

Convincing and presenting skill.

Strong command on MS Word and MS Excel is a must.

Ability to make sound decision.

JOB REQUIREMENT

Knowledge of financial products like mutual funds, equity, derivatives, currency and commodity markets.

Freshers can apply. On the job training for all the products would be provided.

Salary: MBA: 1.8 to 2 lac p.a. + Incentives

BBA: 1.5 lac p.a. + Incentives

QUALIFICATION

UG: BBA / BMS / BCOM in Finance or Marketing
PG: MBA / PGDM in Finance or Marketing

Job Particulars

Role customer service tech support

Education Diploma, B.Com, M.Com, BBA/BBM, MBA/PGDM, Other Course

Who can apply Freshers

Hiring Process Written-test, Face to Face Interview, Telephonic Interview

Employment TypeFull Time

Job Id456984

Job Category MBA , Diploma , BSc/BCA/BBM , Tech Support

Locality Address

State Gujarat

Country India

About Company

Welcome to “CARE” group of companies. Incorporated in the year 1984 “CARE” is a vibrant group based at Ahmedabad-India, providing varied products in Financial & Service Industries. Company is promoted & lead by a team of young & dynamic Chartered Accountant & other professionals, who are well versed in the financial & taxation practices. Quality, Perfection & Timely delivery of work are the heart of our services. We expertise in customized services in the field of Finance & taxation. We provide expert & tailor made services in the fields of Equity, Mutual funds, Life Insurance, Company Fixed Deposits & other financial Products.

We have secured a prominent market position since past 3 decades and we take pride in our client base developed through referrals and word-to-word marketing alone.

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