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05/03 Seema Dipesh Harmalkar
Director at Sunrays Management

Views:228 Applications:62 Rec. Actions:Recruiter Actions:1

Relationship Manager - Sales - Bank (2-7 yrs)

Pune Job Code: 113856

Job Description:

- Handle and manage clients. 


- Experience of advising clients across asset classes. 


- Strong analytical skills and ability to work in teams.

- The Relationship Manager will be Responsible for Acquiring Preferred clients. 


- Educating and guiding clients on different investment opportunities like Mutual Fund, Insurance etc. 


- Generating, Identifying, Analysing individuals financial goals through Financial Assessment tool and execute the same by providing unbiased solutions. 


- Review Clients portfolio and keep them updated

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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