Recruiter at Tranzitopz Consultancy Solutions Pvt Ltd
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Relationship Manager - Sales - Financial Services (1-10 yrs)
1. Acquisition of new clients and formulating strategies to increase the client base.
2. Dealing with existing clients.
3. Preparation and execution of Financial Planning.
4. Regular portfolio review of client.
5. Providing advisory services into various instruments majorly in General Insurance, Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
6. Approaching need based product to the client through Financial Planning.
7. Access the portfolio risk according to changing market situation.
8. Generating the revenue primarily through core products.
Job Specification :
1. Candidate with Excellent communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management.
3. Pleasing Personality
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
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