Virtual Relationship Manager- Stock Broking Co- Noida / Gurgaon @ One premium client

Home > Banking Operations

Virtual Relationship Manager- Stock Broking Co- Noida / Gurgaon

One premium client
2 - 5 years
Noida, Gurugram
6 months ago
Email to a friend
Report this job

Job Description

Manage a portfolio of existing and prospective clients through virtual platforms
(phone, email)
Understand client investment needs, risk appetite, and financial goals
Ensure regular follow-ups with clients for portfolio reviews, market updates

Required Candidate profile

Graduate with 24 yrs of Experience in mutual fund sales, financial advisory, relationship management .
Strong understanding of mutual fund products, SIPs, (ELSS)
in****************a@gm**l.com

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: One leading Channel
Location(s): Noida, Gurugram

+ View Contact

Login

Candidates can login here to view contacts and apply.

Sign In Sign Up

Email:

Password:

Password too short

To create your profile, apply for a job or make a registration

Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach Resume Max 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Candidates are expected to provide most recent and accurate profile information, inappropriate content is strictly prohibited!

Keyskills: Mutual Funds Sales HNI Client Handling NISM Wealth Management MF HNI Mutual Funds Portfolio Management Cross Selling HNI Acquisition VRM Sales HNI Sales Relationship Management PMS Amfi Certified Virtual Relationship manager Investment Products

Job seems aged, it may have been expired!
Fraud Alert to job seekers!

₹ 2.75-6 Lacs P.A

Job application

We will notify the employer with your details. You can also attach a resume or a cover letter.

Sign In Sign Up

Email:

Password:

Password too short

To create your profile, apply for a job or make a registration

Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Similar positions

Walk In Interviews - Rbb-prm/pb Classic/cce -20th Dec -himayatnagar

Hdfc Bank

4 - 9 years

Hyderabad

15 days ago

₹ Not Disclosed

Senior Process Executive / Subject Matter Expert

orcapod

2 - 7 years

Noida, Gurugram

1 month ago

₹ Not Disclosed

Freshers - Voice Process - Night Shift - Greater Noida

Cognizant

0 years

Noida, Gurugram

2 mths ago

₹ 0,000-3 Lacs P.A.

Investor Accounting Analyst - Freshers / Spe /sme -mumbai

Cognizant

0 - 5 years

Mumbai

2 mths ago

₹ Not Disclosed

One premium client

We are Multiple service provider org, (HR Recruitment specialist in IT / Non -ITES, Accounting Firms, Banking, BFSI, Retails, Shipping, Logistics, Marketing and Advertising, FMCG, Financial Services, BPO, Manufacturing, Online Education sector)

Virtual Relationship Manager- Stock Broking Co- Noida / Gurgaon @ One premium client

Home > Banking Operations