Relation Manager

Castaliaz technologies

Job Description -

1. Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like Mutual Funds, Insurance, Loans, PMS, PE, Bonds, Mortgage, Structured Products, Equity etc.

2. HNI Client Handling and Acquisition

Personal attributes -

1. Good communication & presentation skills

2. Good knowledge in investment products,

• Experience

  0 - 1 Years

• No. of Openings

  5

• Education

  M.B.A/PGDM, M.Com

• 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