Relationship Manager (Ballari)

Relationship Manager (Ballari)

07 Aug
|
Credicus Business Services
|
Ballari

07 Aug

Credicus Business Services

Ballari

Roles and Responsibilities :

- 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 banking or finance industry with focus on wealth management or broking.
- Strong knowledge of demat services, direct channel sales, direct sales techniques.
- Proficiency in handling multiple tasks simultaneously while meeting deadlines under pressure.

📌 Relationship Manager (Ballari)
🏢 Credicus Business Services
📍 Ballari

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