Key Responsibilities:
1. Build and maintain long-term relationships with existing and prospective clients.
2. Understand clients' financial goals and suggest suitable investment solutions.
3. Promote financial products such as Mutual Funds, SIPs, Bonds and other investment opportunities.
4. Generate new business through client acquisition, referrals and networking.
5. Follow up with clients regularly and provide portfolio-related service support.
6. Assist clients with investment onboarding, documentation and account-related queries.
7. Achieve business development and revenue targets.
8. Stay updated on financial markets, investment products and industry developments.

- Experience

0 - 2 Years

- No. of Openings

1

- Education

Graduate

- Role

Relationship Manager

- Industry Type

Financial Sector

- Gender

[ Male / Female ]

- Age Limit

18 - 22 Yrs.

- Job Country

India

- Type of Job

Full Time

- Work Location Type

Work from Office

- Face Interview Location

12, 2nd Floor, Rd Number 82, near Bank of Baroda, West Punjabi Bagh, Punjabi Bagh, Current Delhi, Delhi, 110026

📌 Relationship Manager (Fresher) (Punjabi Bagh)
🏢 Lm Financials
📍 Punjabi Bagh