- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Conduct field sales visits to promote mutual funds, insurance products, and other financial services to potential clients.
- Assist in training new recruits on product knowledge, sales techniques, and customer service standards.
- Monitor client portfolios regularly to ensure alignment with their objectives.
Job Requirements :
- 0-1 year of experience in banking or finance industry.
- Strong understanding of mutual funds, NISM certification (desirable).
- Excellent communication skills for effective relationship management.
- Ability to work independently in a rapid-paced environment.
📌 Relationship Executive (Mumbai)
🏢 Bajaj Capital
📍 Mumbai
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