- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Acquire current clients through direct sales, demat services, IPO/SIP/NISM certification programs.
- Develop and maintain a strong understanding of mutual funds, PMS, SIP, and other investment products to offer expert advice to clients.
- Monitor market trends and economic indicators to stay updated on industry developments.
Job Requirements :
- 1-7 years of experience in direct channel sales or related field (financial services).
- Strong knowledge of mutual funds sales, demat services, IPO/SIP/NISM certification programs.
- Excellent client acquisition skills with ability to build long-term relationships.
📌 Relationship Manager (Ballari)
🏢 Credicus Business Services
📍 Ballari
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.