Relationship Manager
1 month ago
Knowledge of investment products like Mutual Fund, Insurance and Equity
Handling client queries related to product and operations
Discuss with Help clients discover potential to get financial freedom
Responsible for advising people in respect to their financial assets of the clients.
Advising the client for making the Investment into financial Products like equity,
PMS, insurance, mutual fund, fixed deposit, real estate and bond etc. for a proper financial plan.
Penetration of Wealth Management or other investment product on clients portfolio.
Develop and maintain long term relationship with the new as well as existing customers.
Provide good quality customers Confident & Self motivated.
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