Relationship Manager-Financial services-Surat-40k

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  • Surat, Gujarat
  • Permanent
  • Full-time
  • 8 hours ago
  • Apply easily
Profile: Relationship manager-Financial services-Surat-40kExperience:Minimum 1+ year in Mutual Fund Sales (Mandatory)Experience handling HNI / UHNI clients preferredSalary Range: 30k to 40kRoles:Manage HNI/UHNI clients by acquiring, servicing, and retaining relationshipsPromote and sell Mutual Funds, PMS, AIF, and Equity productsBuild and grow AUM and client portfolio as per targetsProvide investment advice based on market knowledgeMaintain regular client engagement through updates and reportsDevelop strong client relationships through networkingTrack market trends and share insights with clientsQualification:Graduate in Commerce / Finance / Business AdministrationNISM certification preferred

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