Experience: 2–3 years in Relationship Management, Banking, Wealth Management, or Financial Services.
Salary: ₹5–6 LPA
Location: Greater Kailash, Recent Delhi
Key Responsibilities:
Acquire and manage current clients.
Build and maintain solid client relationships.
Understand clients financial goals and recommend suitable investment solutions.
Generate leads through referrals and networking.
Achieve sales and revenue targets.
Ensure excellent client service and portfolio management.
Required Skills:
Relationship Management
Client Acquisition
Wealth Management
Financial Services
Mutual Funds Knowledge
Investment Products
Sales & Business Development
Communication & Relationship Building
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