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Job Location | Navi Mumbai |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | quity Research |
EmploymentType | Full-time |
Greetings of the Day.!Hiring for Relationship Manager Profile.Location : Over all Vadodara.Salary : Up to6L p.a. plus Incentives.Age max 32yr.Only Male.CTC UPTO 5 lac.Any Grad wid investment Advisor Experience of more dn 1.5yr.Candidates with qualifications like CFP, CWM,NISM - MF Module certification would have an added advantageCandidate with NISM MF Series VA / PGDFP /MFP Certification will have an added advantageSunday off, 1&3 sat off.10am to 6.30pm.Branch :- MumbaiJOB PROFILEAcquisition of new clients and formulating strategies to increase the client base.Dealing with existing clients.Preparation and execution of financial planning.Regular portfolio review of client.Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the client through financial planning.Access the portfolio risk according to changing market situation.Generating the revenue primarily through core products.Target SegmentCandidates with experience in direct sales channel .Should have an experience of selling Mutual Funds, Life Insurance, General Insurance, Fixed Income products.For more details Contact ,Shivani : 9892059268ORShare CV at : jcgshivani@gmail.com
Keyskills :
marketingsalesb2bsalesmutualfundsalesbusinesscorporatesaleshnisalesdevelopmentequitysales