SR. Relationship Manager / Relationship Manager

  • icon job experience 1 - 5 Years
  • icon job opening 50 Openings
  • icon salary 1.0-3.0 Lac/Yr
  • icon job location Mumbai
  • Face-to-Face interview Face-to-Face interview

Job Description

Job Description

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 for minimum year

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
  • Experience

    1 - 5 Years

  • No. of Openings

    50

  • Education

    Any Bachelor Degree, B.A, B.Com, B.Sc

  • Role

    Inside Sales Executive

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    Male

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Mavuli consultant

Mavauli consultant is now one of the most eminent names in the placement industry across the nation under Proprietor Ship of Ms. Neha. We have become a trustworthy staffing, human resourcing, education & admission counseling Service Company in the placement industry. With the experience of more than a decade, we have become instrumental in delivering high-quality business solutions to our customers nationwide and helping the clients increase profitability and improve productivity. Our list of placement services includes manpower recruitment services, career consultancy services, overseas placement services, work at home services, domestic placement (PAN India) services and corporate training services. Apart from this, we can also be approached to provide the best educational services as well.adapting to the changing needs of our clients as well as the changing dynamics of this industry. This has and will always help us in growing our business and making it a huge success. Based in kol
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