Virtual Relationship Manager-Stock Broking co- GR Noida-Urgent Joining

2 - 5 years

3 - 5 Lacs

Posted:4 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Manage a portfolio of existing & prospective clients through virtual platforms
Understand client investment needs, risk appetite & financial goals Regular follow-ups with clients for portfolio reviews, market updatesAchieve sales & revenue targets

Required Candidate profile

Graduate or PG with 1–3 years of experience in mutual fund sales, financial advisory, or relationship managementNISM Series V-A certificationExcellent communication skills What's up 9318431991

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