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Relationship Manager

Relationship Manager

Jksd Infotech

2 - 5 years

4 - 6 Lacs

Gurugram

Posted:4 days ago| Platform:

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Skills Required

Portfolio Management NISM Wealth Management Relationship Management CRM HNI Uhni Equity AIFs HNI Acquisition HNI Client Handling Excel Aif Mutual Funds Bonds Portfolio XA RIA Financial Advisory Insurance PMS SIP ARN DIGITAL GOLD Investment Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

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