follow us
7356 33 33 52



Relationship Manager

Excellent opportunity to get into a leading diversified financial services company. Qualification: Graduate. Experience: Min 5 years into Wealth management/Financial Services. Age Limit: 35 .Salary: 6 LPA.  Location: Ernakulam, Trissur, Calicut and kollam    
  • Aquisition of new clients and manage existing client relationship, cross sell and upsell of all products.
  • To research and update on available investment opportunities/financial market trend.
  • To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
  • Advising clients on their Investments and managing their overall financial portfolio.
  • Generate AUM from preferred clients.
  • Addressing and spreading awareness regarding investments
  • Understanding of mutual fund schemes
  • Solve client queries.


Post Resume