Relationship Executive
1 week ago
Job Profile & Responsibilities
Connecting with existing investors and helping them to achieve their financial goals. Getting client references and building a new client base.
client-centric approach
Team building and leadership quality.
Financial Plan Creation and Execution
Knowledge of Mutual funds, PMS, and other financial products.
Good verbal communication and drafting skills.
Additional Details
Should be able to work independently
Follow the ethics and guideline laid down by the company.
Should be willing to go out for clients’ meeting
**Salary**: ₹22,000.00 per month
Ability to commute/relocate:
- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- mutual funds sales: 1 year (preferred)
**Speak with the employer**
+91 9921857898
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