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Requirement for Relationship manager

Updated: May 26, 2024 07:25 AM GMT


APEX Services

APEX Services

Ludhiana, Punjab

Dear Candidate,

Greetings From"APEX SERVICES"

Designation- Relationship manager/Deputy manager

Min Experience-1 YRS above

CTC - 6 LPA..

Other perks -Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee
• Family)
• Paid Leaves
• Annual Increment
• Performance LinkedIn Bonus.

JD Of BRANCH SALES

Roles amp; Responsibilities: - 1. Responsible for new client acquisition, building new relationships and deepening relationships

with the existing clients
• Will be responsible for primarily selling Equity based investment products Like MF,SIP,INSURANCE ETC
• Responsible for identifying customer needs, assessing their risk appetite and providing them

investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis or get leads from bank
• Provide regular updates to the immediate superior as and when required

Required Skills: -
• Graduate / postgraduate with 2 to 6 yrs exp in direct selling of financial products from... More Detail


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