Relationship Manager

Care Wealth Management Service

1 to 3 yrs. Ahmedabad
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Posted on 04 Oct 2018

Job Description

Work as a personal financial advisor representing the company dealing in various products like mutual fund, equity, life insurance and all other financial products of the company.
Advising retail / HNI / Ultra - HNI clients on creating a goal based financial plan.
Create relationships with the existing clients by becoming one point of contact for all advisory needs.
Generating new business opportunity for organization by referrals.
Conduct lead generation by direct mail, phone calls, internal sources and personal networking.
Acquisition & managing retail / HNI / Ultra- HNI clients.
Continuous engagement with clients by regular phone calls and personal meeting.
Providing excellent service and query resolution for the clients.Overall customer satisfaction and customer experience.


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