Owner at Lakshya Consultancy
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Relationship Manager - Sales - Financial Services (2-10 yrs)
Relationship Manager :
- The relationship manager will be responsible for acquiring preferred clients (HNI/Retail).
Investment Advisory :
- Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
- To coordinate with product and research team for taking investment decision for the clients
- To conduct and assist in Meeting, workshops and other business development activities.
Experience Needed:
- Sales experience in the Finance field for more than a year
- Educational Qualifications: Any graduation, Any PG
Skills Required :
- Excellent organizational and multitasking abilities a team player with leadership skills, an analytical mind with problem-solving skills
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
