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Investment Relationship Manager @ UMind Consulting

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 Investment Relationship Manager

Job Description

Job Description of Investment RM:

1.Procuring the potential clients through networking, database, market analysis and reference.

2.Achieving the Sales target assigned.

3.Develop and manage the scheme/fund selection model.

4.Product due diligence to understand the qualitative aspects of the products.

5.Cross sell products and services to both new as well as existing customers as per their lifestyle, risk profiling and requirements.

6.Financial goal setting, planning, preparing and reviewing investment proposals for the clients.

Candidate Profile:

Age : Minimum 23 Years and Maximum 30 Years

Experience: Minimum 2 years plus in Financial Service sector

Minimum 60% marks in all qualifying exams.

Education: Graduate. MBA/PGDM preferred.

um*******2@gm**l.com

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Investment Relationship Manager

Contact Details:

Company: Umind Consulting
Location(s): Multi-City, India

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₹ 4.5 - 7 Lakh/Yr

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UMind Consulting

U Mind Consulting , is one of the fastest growing Consulting organisation in Kerala, with hand full years of experience in Human Resource Consulting, Training and Corporate Wellness. We believe that building Human Capital is the way to build organizations and wealth. We help out our clients find n...