Director at Sunrays Management
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Relationship Manager - Sales - Bank (2-7 yrs)
Job Description:
- Handle and manage clients.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- The Relationship Manager will be Responsible for Acquiring Preferred clients.
- Educating and guiding clients on different investment opportunities like Mutual Fund, Insurance etc.
- Generating, Identifying, Analysing individuals financial goals through Financial Assessment tool and execute the same by providing unbiased solutions.
- Review Clients portfolio and keep them updated
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