Recruiter at TekPillar Services Pvt Ltd
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Senior Relationship Manager - Sales - BFS (2-3 yrs)
Roles and responsibilities :
- Supplying clients with customer service by responding to inquiries and giving advice on financial matters
- Arranging meetings between advisers, financial planners, and other team members and clients
- Researching possible investment opportunities that fit the objectives and risk tolerance levels of their clients
- Examining the current portfolios of clients and suggesting adjustments as necessary
- Suggesting suitable investments or other financial goods that satisfy the needs of clients
- Assisting customers in getting ready for significant life events like retirement, marriage, and home purchases
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
