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25/10 Anubha
Recruiter at IndiRef HR Services Pvt Ltd

Views:97 Applications:35 Rec. Actions:Recruiter Actions:31

Relationship Manager - Wealth - Insurance (3-10 yrs)

Pune Job Code: 51679

Job Description : 


1. Acquisition of customers for wealth management & retail products

2. Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity.

3. Tele Calling, Appointments Fixing, Outbound Customer Meetings.

4. Guiding & advising new/existing customers in financial portfolio management.

5. Candidate Profile: Candidate Must be in a Relationship Management role handling client portfolios.

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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