05 Nov
|
Mahindra Finance
|
Hyderabad
05 Nov
Mahindra Finance
Hyderabad
Role & responsibilities
- Drive sales of Mutual Funds, Fixed Deposits, SIPs, and other investment products.
- Acquire current customers through direct sourcing, referrals, and branch leads.
- Manage and strengthen relationships with existing customers to drive repeat business.
- Conduct portfolio reviews and provide investment advisory services based on customer needs.
- Ensure smooth onboarding, documentation, and regulatory compliance for all transactions.
- Achieve assigned sales targets and contribute to business growth.
- Collaborate with branch teams to generate leads and enhance customer engagement.
- Track market trends and provide insights to improve customer acquisition and retention.
📌 Relationship Manager (Hyderabad)
🏢 Mahindra Finance
📍 Hyderabad