Relationship Manager _Investment Solutions_ Mahindra Finance (Ahmedabad)

Relationship Manager _Investment Solutions_ Mahindra Finance (Ahmedabad)

16 Oct
|
Mahindra Finance
|
Ahmedabad

16 Oct

Mahindra Finance

Ahmedabad

- New Business and Cross-sell Fixed Deposits existing customers and new prospects.

- Generate business through engaging old as well as recent partners.

- Conduct periodic portfolio reviews and investment counselling for clients.

- Ensure timely documentation, compliance, and onboarding for investment products.

- Participate in Partner engagement activities and product training sessions.

- Provide market insights and feedback to improve product positioning and customer targeting.

- Support digital initiatives to increase business via online platforms.

- Adding new business partners for larger volume.

- Regular meeting Business partners at different locations

- Servicing Partners query spontaneously.

📌 Relationship Manager _Investment Solutions_ Mahindra Finance (Ahmedabad)
🏢 Mahindra Finance
📍 Ahmedabad

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