Relationship Manager

0 - 3 years

1 - 3 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

  • Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
  • Identify new business opportunities through lead generation, networking, and market research.
  • Develop and maintain a strong understanding of various financial products such as insurance, mutual funds, PMS, AIFs, structured products, etc.
  • Collaborate with internal teams to ensure seamless execution of client transactions and resolve any issues that may arise.
  • Meet or exceed monthly sales targets by consistently delivering high-quality service to clients.

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Policybazaar

Insurance

Gurgaon Haryana

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