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