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Relationship Manager(P2D/ Unlisted/Mutual Funds)-Rurash Financials Pvt. Ltd

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  • Posted 24 days ago
  • Be among the first 10 applicants
3-8 Years
INR 7 - 15 LPA

Stock Exchanges,

Financial Services,

Financial Exchanges,

Trading Platform,

Funding Platform

Job Description

Key Responsibilities:

  • Develop and maintain strong, long-term relationships with clients.
  • Understand clients financial needs and objectives, providing tailored solutions.
  • Identify and pursue opportunities to grow the client base.
  • Promote and cross-sell the company's financial products and services.
  • Work towards achieving sales targets and business development goals.
  • Provide clients with expert advice on financial strategies, investments, and risk management.
  • Address and resolve client queries, issues, and complaints promptly.
  • Oversee and manage clients investment portfolios and financial accounts.
  • Ensure all financial transactions and advice comply with regulatory requirements and company policies.
  • Maintain accurate records of client interactions, transactions, and financial advice given.

Skills and Qualifications:

Looking for person who are working as Equity Franchisee sales in companies like MOSL, Anand Rathi.MF AUM RMs(Basically to create channel partner Broker IFA/MFD/CA/Wealth Manager)

Date Posted: 19/10/2024

Job ID: 96824439

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About Company

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JOBS 'n TA - One of “South India’s� Leading HR Services Company !

JOBS ‘n TA is a premier HR Company focusing on Building Human Capital, through its entire gamut of HR-Services ranging from Staffing, Training & HR Consulting.

We believe, professional excellence is a collective experience – to be Spotted, Nurtured and Shared!

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Last Updated: 18-02-2025 09:21:43 AM
Home Jobs in Bengaluru / Bangalore Relationship Manager(P2D/ Unlisted/Mutual Funds)-Rurash Financials Pvt. Ltd