17 Oct
|
IBWC One
|
Jaipur
· Build client relationships.
· Assist clients with investment transactions and documentation. Provide suitable Mutual Fund SIPs, Lumpsum investments, and other investment solutions.
· Acquire recent clients and successful onboarding.
· Cross-sell financial products.
· Maintain CRM and documentation.
Ensure SEBI/AMFI compliance
Requirements
Graduate in B.Com / BBA / MBA / M.Com or relevant field.
NISM Series V-A certification is mandatory.
1–3 years of experience in Mutual Funds, Insurance, Banking, Wealth Management or Financial Services.
Valuable communication, follow-up and coordination skills.
Positive knowledge of MS Excel and office operations.
Knowledge of Mutual Fund/Insurance platforms will be an advantage.
Pay: ₹20,000.00 - ₹28,000.00 per month
Work Location: In person
📌 Relationship Officer Mutual Fund & Insurance Jaipur
🏢 IBWC One
📍 Jaipur