Virtual Relationship Manager- Stock Broking Co- Noida / Gurgaon @ One Premium Client

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Virtual Relationship Manager- Stock Broking Co- Noida / Gurgaon

One Premium Client
2 - 5 years
Noida, Gurugram
7 days ago
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Job Description

Manage a portfolio of existing and prospective clients through virtual platforms
(phone, email)
Understand client investment needs, risk appetite, and financial goals
Ensure regular follow-ups with clients for portfolio reviews, market updates

Required Candidate profile

Graduate with 24 yrs of Experience in mutual fund sales, financial advisory, relationship management .
Strong understanding of mutual fund products, SIPs, (ELSS)
in****************a@gm**l.com

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: One leading Channel
Location(s): Noida, Gurugram

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Keyskills: Mutual Funds Sales HNI Client Handling NISM Wealth Management MF HNI Mutual Funds Portfolio Management Cross Selling HNI Acquisition VRM Sales HNI Sales Relationship Management PMS Amfi Certified Virtual Relationship manager Investment Products

Fraud Alert to job seekers!

₹ 2.75-6 Lacs P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Virtual Relationship Manager- Stock Broking Co- Noida / Gurgaon @ One Premium Client

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