Relationship Manager (Rajkot)

Relationship Manager (Rajkot)

04 Aug
|
Worldotalent
|
Rajkot

04 Aug

Worldotalent

Rajkot

Role & responsibilities

- Client Acquisition: Find recent retail and High Net Worth (HNI) clients through direct outreach, market networking, and referrals.

- Product Pitching: Sell mutual funds, PMS, and other wealth products based on customer risk profiles.

- Portfolio Management: Service mapped clients via regular calls, asset allocation reviews, and financial planning.

- Target Achievement: Meet monthly and annual sales, revenue, and AUM growth targets

Interested candidates can share their CV at [email protected] or directly reach to me at (phone hidden).

📌 Relationship Manager (Rajkot)
🏢 Worldotalent
📍 Rajkot

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