Virtual Relationship Manager- Stock Broking Co- Noida / Gurgaon

2 - 5 years

2 - 6 Lacs

Posted:2 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Manage a portfolio of existing and prospective clients through virtual platforms
(phone, email)Understand client investment needs, risk appetite, and financial goalsEnsure regular follow-ups with clients for portfolio reviews, market updates

Required Candidate profile

Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management .Strong understanding of mutual fund products, SIPs, (ELSS)info.aspiringmantra@gmail.com

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