Founder & Managing Director at 3D India Group
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Relationship Manager - Sales - Investment/Trading Products (4-10 yrs)
Relationship Manager-CFP/NISM Qualified
Relationship Manager, 4-10Yrs, 3-10LPA, Bangalore, 150 Posts, 3/EfronNihar/PeakAlhpha49L39Y/B
Detailed JD for Relationship Manager
Name of the company : PeakAlpha Investment Service Pvt Ltd (150 employee)
Senior Relationship Manager- Full Time
Educational Qualification : Post graduate in any discipline
- Certified Financial Planner / Certification in NIMS XA, XB, a plan
Additional Skills :
- Min 4 years of experience in a sales oriented role in financial service Industry
- Should have handled all type of products -Equity,MF,Insurance Debt,etc
- Good Analytical skills
- Above average communication skills
Duties and Responsibilities :
- New client acquisition
- Creating and executing sound financial plans for clients
- Ensuring active client engagement
- Providing timely and sound financial advice
PeakAlpha Investment Service Pvt Ltd (150 employee)
Kalpvriksh, #13Bruntan Road Cross, Bangalore 560025
Ph 080 46720700
Team, 3D India Group
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