26 years
0 Lacs
Posted:1 month ago|
Platform:
On-site
Full Time
PTIC INDIA is a leading mutual fund distributor with over 26 years of financial experience. Located in Defence Colony, New Delhi, India, we specialize in wise investments through efficient tax planning and portfolio building to meet your financial goals. We have successfully served over 6,000 clients, investing in various equity and debt schemes.
This is a full-time on-site role for a Customer Relationship Executive , located in Defence Colony. The Relationship Manager will be responsible for building and maintaining relationships with clients, understanding their financial needs, and providing suitable investment solutions. Daily tasks include advising clients on mutual fund investments, carrying out financial planning, and ensuring effective communication between the company and its clients.
PTIC Corporate Services Pvt. Ltd.
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