timing 10 to 6
collect client document and verification and also fill form and send form in company,has to go to the client office in whole city.
🏢 Position: Relationship Manager 📍 Location: Adajan Gam, Surat 🏬 Company: Investzo Fixed: ₹20,000 – ₹35,000 Incentives: Up to ₹15,000 🕒 Job Type & Timings: Full-Time | 10 am to 6 pm 📋 Eligibility Criteria: Gender: Open to all Education: Minimum 12 pass Experience: Freshers can apply Languages Required: Fluent in Gujarati, English, and Hindi Skills: Mutual Fund Sales & Operations Life & Health Insurance Sales ULIPs Client Handling MS Office Good Communication Skills 💼 Job Role & Responsibilities: Build and maintain strong relationships with clients Sell and advise on a wide range of financial products: Mutual Funds Life & Health Insurance Investment Plans (ULIP) Conduct field visits for sales & post-sale services Understand client needs and provide tailored financial solutions ✅ Preferred Background: Finance, Insurance, or Investment-related industry Comfortable with field sales and client servicing Must own a motorcycle for local travel 🎁 Benefits: Annual Bonus Petrol Allowance Mobile Allowance Internet Allowance
Responsibilities: * Manage client relationships through regular communication and meetings. * Collaborate with sales team on new business opportunities. * Provide investment advice using mutual fund knowledge. Mobile bill reimbursements Performance bonus Sales incentives Health insurance Annual bonus