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Relationship Mgr / Account Servicing

 Abchlor Investment Advisors P Ltd

  • 1 - 6 years
  • Mumbai
  • Applicants: 0
  • Views: 20
  • Posted: 30 06 2020
  • Full Time

Job Details

Experience: 1 - 6 years

Qualification: Any graduate(Any)

Salary Offered: Not Disclosed

Functional Area: Sales / Business Development

Industry: Banking / Financial Services / Broking

Role: Corporate Sales

Job Location: Mumbai

Gender: Any Gender

Number of Vacancy: 1

Job Description

Category:  Financial Services

Role:  Relationship Mgr / Account Servicing

Description :

  • The candidate should have at least 12 months of relevant experience in finance sector, dealing specifically in Mutual Funds, Equities and Insurance.
  • He / She will be responsible for :
  • Client acquisition, Engagement and Servicing
  • To act as a Preferred Financial consultant and provide Advisory Services to clientele with respect to their investible funds
  • He / She will be responsible for targeting and acquiring retail clientele at the branch
  • Target based and revenue driven Relationship Management practice
  • NISM certification is a must

Skills Required

client acquisition
mutual funds
nism
Relationship Management
retail

Key Requirements

Category:  Financial Services

Role:  Relationship Mgr / Account Servicing

Description :

  • The candidate should have at least 12 months of relevant experience in finance sector, dealing specifically in Mutual Funds, Equities and Insurance.
  • He / She will be responsible for :
  • Client acquisition, Engagement and Servicing
  • To act as a Preferred Financial consultant and provide Advisory Services to clientele with respect to their investible funds
  • He / She will be responsible for targeting and acquiring retail clientele at the branch
  • Target based and revenue driven Relationship Management practice
  • NISM certification is a must

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Company Logo

Email: wealth@InvestOnline.in

Contact Person: HR

Web: www.investonline.in/

ABOUT COMPANY

At Abchlor We Understand That Each Of Our Clients Has Diverse And Changing Needs And With Experience, We Offer Innovative And Sound Investment Solutions To Suit Your Specific Requirements. Our Services Provide High Level Investment Services Where Dedicated Investment Advisors Work With You To Establish And Implement A Fitting Investment Strategy And We Take Care Of The Administration Burden That Comes With Managing A Substantial Portfolio. Our Service Is A Personalised, Ongoing Planning And Investment Service. A Senior Investment Strategist Will Develop An Investment Plan For You, Based On A Thorough Review Of Your Current Financial Arrangements, Commitments, Resources And Goals. Our Financial Advisors Provide A Range Of Wealth Creation Services To Help You Build And Maintain A Personalised Investment Strategy That Suits Your Specific Financial Goals And Life-stage Requirements

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