Relationship Manager/Dealer - Wealth - Broking Firm (3-8 yrs)
Job Description
Openings with Leading Broking Firms for the post of Relationship Manager/RM cum Dealer/ Dealer/ Wealth RM
MUMBAI
Interested please call MAHEk 022 40697707
Job Description :
- Acquisition of customers for wealth management & retail products
- Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity.
- Tele Calling, Appointments Fixing, Outbound Customer Meetings.
- Guiding & advising new/existing customers in financial portfolio management.
- Ensuring Regulatory Compliance & Company Policy.
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