Key Relationship Manager
1 week ago
Key Responsibilities:
- Develop and manage financial plans for clients.
- Provide advice on investments, tax laws, and insurance.
- Review and adjust client portfolios.
- Build and maintain client relationships.
- Ensure compliance with financial regulations.
Job Types: Full-time, Permanent
Pay: ₹20, ₹30,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Education:
- Bachelor's (Preferred)
Experience:
- total work insurance: 1 year (Required)
- Sales: 2 years (Required)
- Management: 1 year (Preferred)
Language:
- English (Preferred)
Location:
- Trichy, Tamil Nadu (Preferred)
Willingness to travel:
- 50% (Preferred)
Work Location: In person
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