Junior Relationship Manager - Investments

• Relationship handling
• Building and managing client relationships.
• Client servicing
• Servicing existing clients and responding to their queries.
• Upselling and cross-selling suitable investment products (PMS, AIF, Global offerings, etc.).
• Maintaining client satisfaction through proactive communication and support.
• Calling and following up with old and new leads to pitch relevant investment products and convert prospects into clients.
• Be available to connect and follow up with clients as per their availability.
• Work with a strong sales mindset, always focused on achieving targets and driving business growth.
• Minimum 1 year in investment sales / financial services.

Skills/ experience -

1. Strong client engagement and interpersonal skills.
2. Basic understanding of financial markets and investment products.
3. Excellent written and verbal communication.
4. Attention to detail and a solution-oriented mindset.

5. Minimum 1 year in investment sales / financial services.