Job Details

Job Title

Relationship Manager

Location

Chandigarh, Ludhiana

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

3-5 years sales experience in Broking, Wealth Management, Liabilities, Mutual Funds. The candidate should have experience of handling HNI clients

Certifications

Candidates from broking industry and possessing valid certifications viz.; AMFI, IRDA, NCFM preferred