Relationship Executive

1 week ago


Pune, India F and J Direct Full time

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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