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12/08 Jaydip Patel
HR Recruiter at Tekpillar Services Pvt Ltd

Views:5 Applications:1 Rec. Actions:Recruiter Actions:0

Investment Relationship Manager - Sales (2-4 yrs)

Surat/Ahmedabad/Gujarat Job Code: 339580

This role involves working closely with bank partners to provide investment solutions to their clients, ensuring high-quality service and achieving sales targets.

Responsibilities :


- Develop and manage relationships with bank partners to drive investment product sales.

- Provide investment advice and solutions to clients through the bank's network.

- Train and support bank staff on investment products and services.

- Monitor and analyze client investment portfolios to meet their financial goals.

- Achieve sales targets and contribute to the growth of the BANCA channel.

Requirements :

- Bachelor's degree in Finance, Business, or related field.

- Proven experience in investment sales and relationship management.

- Strong communication and interpersonal skills.

- Ability to analyze investment opportunities and market trends.

Benefits :

- Competitive salary and performance-based incentives.

- Retirement savings plan.

- Opportunities for professional development and career advancement.

How to apply : +91 97267 21114

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