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Relationship Manager
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Kolkata
Not Disclosed
5 - 9 Years
Full Time - Permanent
Views:228
Applicants:0
Posted on 23 Jan, 2025
In Office
Job Description | Responsibilities
- Provide personalized financial services and investment advice tailored to the clients' unique needs and goals.
- Maintain records of business on internal software CRM etc.
- Should be able to acquire HNI / UHNI clients and able to sell MF, Insurance, PMS, and Structure Products
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Functional Area - Sales / Business Development / Client Servicing
- Job Role - Relationship Manager - B2B
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
CRM
Relationship Manager
HNI / UHNI
MF
Insurance
PMS
Sales
