Client Relationship Executive
Investsmart Stock Brokers · Indore · onsite · Posted 20d ago
₹1.8L - ₹4.0L PA1–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
• Client acquisition & relationship management
• Mutual fund sales, SIPs & portfolio reviews
• Cross-sell mutual funds,, broking & investment solutions
• Lead follow-up & client servicing
• Prior experience in wealth, broking or BFSI preferred
• Mutual fund sales, SIPs & portfolio reviews
• Cross-sell mutual funds,, broking & investment solutions
• Lead follow-up & client servicing
• Prior experience in wealth, broking or BFSI preferred
Sourced from naukri
Skills
Capital MarketMutual FundsPortfolio ManagementMFWealth ManagementInvestment AdvisorySalesBrokingEquityInvestment