Relationship Manager

Epitome Wealth Private Limied

2 - 3 Years
2 Openings
3.0-5.0 Lac/Yr
Mumbai
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, M.B.A/PGDM, M.Com, Post Graduate Diploma
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

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.