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Senior Relationship Manager - Sales - BFS (2-3 Yrs) Pune/Mumbai/Maharashtra (BFSI Sales)

Negotiable
by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Roles and responsibilities :- Supplying clients with customer service by responding to inquiries and giving advice on financial matters- Arranging meetings between advisers, financial planners, and other team members and clients- Researching possible investment opportunities that fit the objectives and risk tolerance levels of their clients- Examining the current portfolios of clients and suggesting adjustments as necessary- Suggesting suitable investments or other financial goods that satisfy the needs of clients- Assisting customers in getting ready for significant life events like retirement, marriage, and home purchases (ref:updazz.com)

Payroll Type : Permanent
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About Employer
Updazz.com (Registered since July-2017)
TEKPILLAR SERVICES PVT LTD
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