Job highlights
- Graduate with 1+ year experience in Broking or BFSI and strong knowledge of Equity, Mutual Funds, Insurance
- Acquire new clients, cross-sell investment products, manage accounts, and build client relationships
- Salary 2.00 to 5.50 LPA with attractive incentives
To Schedule Interview kindly share updated resume on below mail id
[email protected] Company Name: Choice Equity Broking
Profile: Relationship Manager
Location: Ahmedabad, Surat, Anand
Salary Range: 2.00 LPA to 5.50 LPA
Other Perks & Benefits:
Attractive Incentive Policy
Role & responsibilities:
- New Client Acquisition: Identify and onboard recent clients to expand the customer base.
- Cross-Selling: Promote and cross-sell a wide range of investment products including Insurance, Mutual Funds, PMS,
AIFs, Bonds, Unlisted Shares and other financial services offered by Choice.
- Revenue Generation: Drive revenue growth by effectively managing accounts
- Client Engagement: Conduct regular client meetings to provide suitable investment solutions, and ensure long-term relationship building.
Preferred candidate profile :
- Graduate in any discipline.
- Minimum 1 year of relevant experience in the Broking, BFSI, Financial Services industry.
- Strong product knowledge across Equity, Mutual Funds, Insurance & other investment products
📌 Relationship Manager (Ahmedabad)
🏢 Choice International
📍 Ahmedabad