Relationship Manager Jobs in Bangalore - Addplans Services India Pvt Ltd
Relationship Manager
Addplans Services India Pvt Ltd
Expired
Posted: 19 Apr 18
Job Description
- It will require managing investment portfolio of individuals.
- Candidate should be free to do open market acquisition.
- Understanding of financial products available like Mutual fund, insurance, stocks, bonds, general insurance.
- Candidate has to understand the financial needs of the customer and analyze the gap.
- Candidate has to manage end to end relationship of the customer.
- Support and ensure the compliance and operational activities.
- Ensure adherence to KYC, FATCA and Anti Money Laundering.
- Handling the customer’s query and act on it.
Job Particulars
Education M.Com, MBA/PGDM, MSc, PG Diploma
Who can apply Freshers
Hiring Process Written-test, Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id411041
Job Category MBA , Tech Support
Locality Address
State Karnataka
Country India
About Company
We are a private wealth management firm which offers financial solutions to our clients. We follow strategies to meet your financial goals. We deal with various services and products to suit your requirements. Add Plans works on core values like trust & determination which keeps us pushing ourselves to give you our best.
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