We are looking for a Relationship Manager / Senior Relationship Manager to drive B2C sales and build strong relationships with clients by understanding their financial goals and offering suitable investment and wealth management solutions.
Key Responsibilities:
- Acquire recent clients through direct/B2C sales.
- Sell investment and wealth management products such as Mutual Funds, PMS, Insurance, Fixed Deposits, and other financial products.
- Develop and maintain long-term client relationships.
- Identify client needs and recommend suitable investment solutions.