4 - 10 Years
Not Disclosed
Full Time - Permanent
Thane

Views:75

Applicants:0

Posted on 22 Jul, 2025

Sorry, this vacancy has been closed and is no longer accepting applications.

Overview
  • Industry - HR, HUMAN RESOURCES
  • Functional Area - Finance / Accounts / Tax / Company Secretary / Audit, Sales / Business Development / Client Servicing
  • Job Role - Client Relationship Manager - B2C, Client Relationship Manager - B2B
  • Employment type - Full Time - Permanent
  • Work Mode - In Office
Job Description | Role and Responsibilities

  1. Upsell Mutual Funds, PMS, and AIF products to Retail/HNI/UH

  2. serve as single point of contact for assigned clients

  3. Meet business targets for sales, revenue, and product mi

  4.  

  5. NI clients

  6. Acquire new clients through references and networking

  7. Profile clients and provide suitable investment planning and advisory

Candidate Profile | Who Can Apply
Education
  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization
Job Related Keywords
About Employer

Sorry, this vacancy has been closed and is no longer accepting applications.

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