Relationship Manager
Epitome Wealth Private Limied

  • icon job experience 2 - 3 Years
  • icon job opening 2 Openings
  • icon salary 3.0-5.0 Lac/Yr
  • icon job location Mumbai
  • Face-to-Face interview Face-to-Face interview
Key Skills

Sales Consultant Client Acquisition Client Relationship

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Job Description

Job Description:

1. Interact with leads via-calls, emails at initial Stage

2. Scheduling and Conducting the meeting

2. Understanding the Client requirement and accordingly recommending/offering Epitome products and services.

3. onboarding client with our product and services.

4. Assisting with necessary documentation for on boarding of the client.

  • Experience

    2 - 3 Years

  • No. of Openings

    2

  • Education

    B.Com, Post Graduate Diploma, M.B.A/PGDM, M.Com

  • Role

    Relationship 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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About Epitome Wealth Private Limied

Epitome Wealth have the best array of financial services equipped with domain expertise in areas of Mutual Funds, Assets and Real Estate management, PMS, Stock Broking, Insurance and Wealth Management.

At Epitome Wealth, our team of experts have been working with high performing individuals and entrepreneurs to curate the most effective bespoke solutions enabling our clients and partners to get nothing but success.
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