Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
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

Add a note
Something suspicious? Report this job posting.