Job Details

Job Title

Relationship Manager

Location

All Fullerton Securities Locations

Key Accountabilities

• Effectively build and manage client relationship
• Deliver Revenue
• Acquire new Customers
• Cross- sell multiple product to achieve required product penetration
• Ensure Financial Planning and regular portfolio review of client

Education

Graduate/MBA

Professional Experience /
Skill Required

2-4 years sales experience in Wealth Management, Liabilities, Mutual Funds, Insurance or Broking

Certifications

Candidates possessing valid certifications viz.; AMFI, IRDA, NCFM preferred