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Relationship Manager

0.00 to 4.00 Years   Nagpur   08 Dec, 2023
Vaibhav Vasudeo Bhosale Hiring For Moneyedge Financial Consultancy
Job LocationNagpur
EducationNot Mentioned
Salary< Rs 50,000 - 2.0 Lakh/Yr
IndustryFinancial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Position :RelationshipManagerLoc Mumbai- Mulund, Ghatkopar, Nagpur, Pune
    • Lead generation through various avenues.
    • Calling customers and updating them about the companys products, services, or new launches
    • Analyzing clients financial goals and assets allocation
    • Offering clients recommendations on various financial products and services
    • Examining clients existinginvestmentportfolios and suggesting improvements
    • Managingand monitoring investments on behalf of clients
    • Helping clients with tax and financial planning services
    • Helping develop effective strategies to increase overallwealth
    • Managingassets and setting up investments for clients
    • Enhance or expandinvestmentportfolios through consultative reports and informed recommendations on freshinvestment
    opportunities and resources.
    • Coordinating with other Financial Planners within organization to meet clients goals
    • Monitoring the performance of investments done by clients
    • Helping resolve any financial issues and other legal complications with investments.
    • Setting sales targets for the organization.
    • Preparing the sales reports for future reference.
    • Respond to retail and professional clients inquiries via inbound calls, email and on-line chat
    • Obtain thorough knowledge of products offered by IB on various global exchanges
    • Assist clients with opening and funding accounts.
    Salary:3-6.5 LPA Office Timing: 10am - 06 pmExperience: Freshers will doBackground: Finance, Banking,AssetManagementWorking Days: 6 Days a week (Except 2 & 4 Saturday off) all bank holidays off.Thanks & Regards,TaranumHR Headhidden_emailHRGlobal HeadHunters (HRGHH LLP Consultancy)

Keyskills :
wealth managementrelationship managementfresher

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