Posted:1 day ago|
Platform:
On-site
Full Time
FUNDSMART FINSERV PVT LTD is an AMFI-registered Mutual Fund Distribution Company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other Financial Services. As industry experts, FUNDSMART provides personalized financial guidance to help individuals navigate complex investment landscapes. The company's vision is to bridge the gap between investors and financial organizations, offering a one-stop solution for all financial and investment needs. With a focus on empowering clients to achieve their financial goals, FUNDSMART is committed to fostering financial success for every client.
This is a full-time, on-site role for a Relationship Manager located in Pune. The Relationship Manager will be responsible for building and maintaining strong relationships with clients by understanding their financial goals and offering tailored solutions. Responsibilities include managing a portfolio of clients, providing investment advice, assisting with financial products and services, and ensuring a high level of client satisfaction. Regular client meetings, market research, and business development efforts will also be key aspects of this role.
FUNDSMART FINSERV PVT LTD
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