Job Description :
Position - Sr. Relationship Manager / Relationship Manager
Location – Mumbai /Pune /Ahmedabad/Vadodara
CTC: 3-6 lc per annum + Monthly Incentives + R & R
Reporting To : Branch Manager
1. Acquisition of new clients and formulating strategies to increase the client base.
2. Dealing with existing clients.
3. Preparation and execution of Financial Planning.
4. Regular portfolio review of client.
5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF),& FMP.
1.The more the Jobs you apply, the higher your chances of getting a job.
2. Keep your profile updated Update
Recruiters prefer candidates with complete profile information.
3. Keep visiting the Teamlease.com daily
Daily visit will ensure you won’t miss out on any Job opportunity.
4. Watch videos to improve Watch videos
Be a better candidate than others by watching these Job-related videos.