SR. Relationship Manager / Relationship Manager

Mavuli consultant

1 - 5 Years
50 Openings
1.0-3.0 Lac/Yr
Mumbai
+1 Mumbai Harbour
Face-to-Face interview

Key Skills

Counter Sales Counter Staff Inside Sales Executive Sales Representative Insurance Sales Walk in

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