Founder at FresherMart
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Relationship Manager - Wealth Management - BFSI (10-18 yrs)
Job Description :
Role and Responsibilities :
- The Relationship Manager will be responsible for acquiring new clients (NTB)
- Maintaining client relationships and generate revenue.
- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.
- Sourcing and servicing Mutual Fund and Insurance Clients
- Revenue generation through new and existing client
- Coordination with KYC team for documentation and compliance
Working Days : 6 Days a Week ( to )
Job Nature : Full Time
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