Money Tree Asset Services

1 Job openings at Money Tree Asset Services
Relationship Manager Mutual Fund / Insurance / PMS / AIF gorakhpur,lucknow 2 - 7 years INR 1.5 - 4.0 Lacs P.A. Work from Office Full Time

Acquire new clients and manage existing portfolios Cross-sell Mutual Funds, PMS, AIF, and Life & Health Insurance Ensure compliance with SEBI and other regulatory guidelines Achieve individual & team targets for revenue and client growth Required Candidate profile 1–5 years experience in financial services (Mutual Fund / Insurance / PMS / AIf Strong network & client relationship management skills Target-driven, self-motivated, and proactive Knowledge of SEBI