12/08
Jaydip Patel
HR Recruiter at Tekpillar Services Pvt Ltd
HR Recruiter at Tekpillar Services Pvt Ltd
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Investment Relationship Manager - Sales (2-4 yrs)
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