Relationship Mgr / Client Account Servicing

Abchlor
  • Posted On: 2025-09-12 21:22:19
  • Openings: 10
  • Applicants: 0
Job Description
Category: Financial Services
Role : Relationship Mgr / Client Account Servicing
Education: MBA/PGDBM - Finance / Marketing
Key Skills : Mutual funds, Private banking, Equities, Insurance
 
Description :
  • Candidates with 3-5 years of experience with strong communication, selling skills and leadership skills may apply.
  • You will be responsible for aquisition and servicing of HNI / Super HNI clients
  • You will be responsible for the sales of you and your team. Sales products include: Online / Offline Share Trading accounts, Online / Offline Mutual Funds Investments accounts, Insurance, Loans
  • You must be able to analyse and manage portfolios of clients. Achieving a higher share of wallet to increase revenues will be important
  • You must be NISM certified. IRDA certification will be added advantage
  • You must have strong command over English Language and leadership qualities to manage a sizable team. You will be responsible for strategising and implementing marketing initiatives
More Info
Full Time
o
Not Disclosed
English
Not Disclosed
Education
Any Graduate
Not Disclosed
Required Skills
Loans nism sales IRDA Mutual funds Share trading Management Servicing

Contact Details
Abchlor
+91 987654567
wealth@InvestOnline.in
  • Experience3 years
  • Salary Above 10 LAKHS ANNUALLY
  • Location for Hiring Mumbai
  • Apply Now
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