Financial Relationship Manager

Updated: April 30, 2024 06:29 PM GMT

Workassist

Vadodara, Gujarat

JOB DETAILS

Job Type : Full Time

Role : Experienced

Min Salary : 7 Lakh

Max Salary : 12 Lakh

Experience : 3 to 9 Yrs

Locality : Vadodara

Eligibility : Graduation

Company : Leading AMC

Category : Financial services

(*Note: This is a requirement for one of the Workassist Hiring Partners)

Role Description

This is a full-time on-site role as a Financial Relationship Manager at Workassist located in Vadodara. As a Financial Relationship Manager, you will be responsible for managing and maintaining relationships with clients, providing financial advice and solutions, analyzing financial data, and identifying opportunities for growth. You will also collaborate with cross-functional teams and assist clients in achieving their financial goals.
• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
• Achieving the business targets assigned in terms of up selling .
• Products, enhancing and... More Detail