Roles and Responsibilities
Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
Develop recent business prospects through networking, referrals, and market research.
Conduct regular portfolio reviews to ensure client assets are aligned with their risk tolerance and objectives.
Collaborate with internal teams to resolve client queries and issues promptly.
Stay updated on industry trends, products, and regulations to offer expert advice.
📌 Relationship Manager Au New Delhi
🏢 Bharti AXA Life Insurance
📍 New Delhi
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