- Relationship handling
- Building and managing client relationships.
- Client servicing
- Servicing existing clients and responding to their queries.
- Upselling and cross-selling suitable investment products (PMS, AIF, Global offerings, etc.).
- Maintaining client satisfaction through proactive communication and support.
- Calling and following up with old and recent leads to pitch relevant investment products and convert prospects into clients.
- Be available to connect and follow up with clients as per their availability.
- Work with a strong sales mindset, always focused on achieving targets and driving business growth.
- Minimum 1 year in investment sales / financial services.

Skills/ experience -

1. Strong client engagement and interpersonal skills.
2. Basic understanding of financial markets and investment products.
3. Excellent written and verbal communication.
4. Attention to detail and a solution-oriented mindset.

5. Minimum 1 year in investment sales / financial services.

📌 Junior Relationship Manager (Vashi)
🏢 First Global Securities
📍 Vashi