Job Description
Client Portfolio Management
• Client Profiling and Financial Planning
• New Client Acquisition
• Staying up to date with nuances of all asset classed and investment products – Equity, Fixed Income, Insurance, Mutual Funds, Bonds, Fixed Income Plans
• Support Marketing Activities
• Maintaining client relationships and scaling up business through existing clients handed over to you.
• Client Profiling and Financial Planning
• New Client Acquisition
• Staying up to date with nuances of all asset classed and investment products – Equity, Fixed Income, Insurance, Mutual Funds, Bonds, Fixed Income Plans
• Support Marketing Activities
• Maintaining client relationships and scaling up business through existing clients handed over to you.
💡 Quick Summary
Seeking a career-building opportunity? The Client Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
