Role & responsibilities
- Client Acquisition: Find current 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