Senior Relationship Manager - Sales - BFSI
Astitva
Mumbai, India
13d ago
source : updazz.com
  • Acquisition of new clients and formulating strategies to increase the client base.- Dealing with existing clients.- Preparation and execution of financial planning.
  • Regular portfolio review of client.- Providing advisory services into various instruments majorly in General Insurance, Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
  • Approaching need based product to the client through financial planning.- Access the portfolio risk according to changing market situation.
  • Generating the revenue primarily through core products.-Candidate with NISM MF - Series VA / PGDFP / MFP Certification will have an added advantageSalary Offered : 3-5 LPA (ref : updazz.com)
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