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Jobs in mumbai
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Bondbazaar Services
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Relationship Manager

Relationship Manager

Bondbazaar Services

1 - 5 years

|

2 - 7 Lacs

Posted:1 day ago| Platform:

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Skills Required

sales financial markets wealth management hni portfolio management investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities

To ensure active management of clients & generate Investment.
To Identify client needs, evaluate their risk appetite, and recommend suitable investment option.
To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.
To achieve healthy revenues without compromising on clients profitability with clear focus on client servicing.
To conduct regular Client Meetings & update the same in the meeting tracker.
To assist clients with their query & concern related to trade, portfolio & their account.
To assist new client acquisition, building new relationships and increasing depth in existing relationships.
To stay updated on market news, financial trends, and current affairs to provide informed recommendations to clients.
To Deliver desired number of calls & Maintain MIS report

Skills Required

Basic understanding of financial markets and investment products.
Ability to calculate and interpret XIRR for portfolio analysis.
Strong knowledge and awareness of the BFSI sector.
Demonstrates a positive attitude, high energy, and a proactive approach to work.
Excellent communication skills, particularly in spoken English, with the ability to interact confidently with clients.

More Jobs at Bondbazaar Services

Intern - Operations & Transaction Compliance

mumbai, thane, navi mumbai

Experience: Not specified

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Relationship Manager

mumbai

INR 2 - 7 Lacs

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Bondbazaar Services

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