Relation Manager

Key Skills

Mutual Funds Sales

Job Description

* Build and maintain relationships with clients

* Understand and analyze clients' financial goals

* Recommend suitable mutual fund options

* Monitor market trends and provide investment guidance

* Assist clients in making informed financial decisions

* Conduct portfolio reviews and recommend adjustments as needed
  • Experience

    2 - 3 Years

  • No. of Openings

    3

  • Education

    B.B.A, B.Com, M.C.A, M.Com, Professional Degree, Post Graduate Diploma

  • Role

    Relation Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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