Relationship Manager – Investments and Insurance

· Managing client relationships and help to increase revenue from the existing clients.

· Adding new clients to increase the revenue.

· Advising clients on their portfolio and managing their portfolio

· Understand the products better and taking investment decision for the clients as per their financial needs.

· Give proper service to existing client on prompt basis.

Eligibility Criteria

· BCOM/ MCOM / MBA and NISM Equity Derivatives Certified with 1-2 Years of experience

· Candidates must have good communication skill and take active interest in client well-being with an understanding of financial market. 

· Language Preferred: Gujarati, Hindi and English