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Relationship Manager @ The Money Managers

Company Name The Money Managers
Location Mumbai, India
Job Type Relationship Manager
Job Description

Job Description

  • Meeting set of existing clients to review their portfolio.
  • Meeting leads generated by us through investor awareness programs.
  • Handling service request of clients and fulfilling them to satisfaction.
  • Doing regular review of client’s investment portfolio.
  • Updating clients on new products and offerings.
  • Creating opportunities of cross sell through excellent service delivery.
  • Generating new referrals from existing set of clients.
  • Acquisition of new clients.

Candidate Profile :

  • CFP/MBA - Finance.
  • FRESHERS or Exp.
  • Candidates with service cum sales experience will be preferred.
  • Passionate for client servicing.
  • Taking Initiative.
  • Excellent written and spoken English skills.

Salary : Compensation will not be a constraint for the right candidate. On par with the industry standards and with good incentive structure

 Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 31/08/2018