Relationship Manager – Retail | Investment Products (Pune)

Relationship Manager – Retail | Investment Products (Pune)

01 Sep
|
Mudrabiz- It Takes Money to Make Money
|
Pune

01 Sep

Mudrabiz- It Takes Money to Make Money

Pune

? Location: Pune

? Role: Relationship Manager – Sales

? Experience: 1–5 Years

? CTC: ₹4–7 LPA

? Employment Type: Full-time

We’re looking for a Relationship Manager – Retail to drive revenue, acquire new clients, and build long-term relationships while offering suitable investment solutions.

Key Responsibilities

- Achieve assigned revenue and business targets.

- Acquire current clients and build strong, long-term relationships.
- Drive Demat Accounts, Insurance, LAP, IP, Mutual Funds, and other financial products.

- Understand client requirements and recommend suitable financial solutions.
- Generate business through client acquisition, referrals, and relationship management.
- Maintain regular engagement with existing clients and identify cross-selling opportunities.

Eligibility





- Minimum 1 year of experience in sales of investment/financial products.

- Graduate/Post-Graduate.
- Good knowledge of financial markets and investment products.
- Strong communication, sales, and relationship management skills.
- Target-oriented and customer-focused approach.

? Interested candidates can WhatsApp their updated CV to +91 89833 11444.

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📌 Relationship Manager – Retail | Investment Products (Pune)
🏢 Mudrabiz- It Takes Money to Make Money
📍 Pune

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