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14/06 Shraddha Dobariya
HR Recruiter at Tekpillar Services

Views:18 Applications:5 Rec. Actions:Recruiter Actions:0

Manager - Sales/Client Relationship - Broking Services (1-5 yrs)

Surat/Ahmedabad/Rajkot/Gujarat Job Code: 330363

We are writing to advise you of an excellent career opportunity with Finance Company, one of India's top financial businesses. We are looking for a dynamic and experienced Relationship Manager.

Roles and Responsibilities :

- Develop and cultivate relationships with rich individuals, corporate clients, and institutions.

- Offer specialist financial guidance and solutions.

- Serve as the client's primary point of contact, guaranteeing a positive experience.

- Manage investment portfolios to maximize returns and rebalance as needed.

- Use networking to discover and explore new business opportunities.

- Ensure that rules and internal policies are followed.

- Regularly monitor and assess portfolio performance and provide updates.

Desired candidate profile :

- Prior Experience - 1 year in Broking/Banking industry sales.

- Domain Knowledge - Broking or Mutual Funds/Demat Account markets

- Offering specialized banking products to a select set of high-net-worth individuals.

- Graduate or postgraduate.

- Customer Orientation

- High energy levels combined with a desire to achieve.

Benefits and perks include :

- Health insurance, childcare, paid time off, pension, annual leave, and maternity leave for female candidates.

For additional details, contact us at 8488833693

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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