GURUGRAM · FULLTIME
Relationship Manager - Broking
Synergy consultant
Gurugram · onsite · Posted 5d ago
Sourced from
Undisclosed0–6 yrsfulltimeGurugram
Your match
?
Sign in to see your match score, skill gaps & tailored resume.
Section · 01
About this role
Should be dealing with HNI , Ultra HNI , Family offices, Trust
Knowledge on mutual funds, PMS, AIFs, bonds, structured
products, fixed-income instruments, unlisted equities, pre-IPO opportunities, insurance, and other investment products
Wealth Product Advisory & Distribution
Client Servicing
Sales Strategy & Business Development
Portfolio Review & Investment Guidance
Cross-Selling & Revenue Enhancement
Knowledge on mutual funds, PMS, AIFs, bonds, structured
products, fixed-income instruments, unlisted equities, pre-IPO opportunities, insurance, and other investment products
Required Candidate profile
Client Relationship ManagementWealth Product Advisory & Distribution
Client Servicing
Sales Strategy & Business Development
Portfolio Review & Investment Guidance
Cross-Selling & Revenue Enhancement
Sourced from naukri
Let the agent run this one for you.
Tailored resume, auto-apply, and referral lookup — in under 2 minutes.
Section · 02
Skills
Capital MarketPMSAifFinancial ProductsMutual Fundsunlisted sharesPortfolio ManagementBondsBrokingEquityDematStockSharesRelationship ManagementInvestment
Section · Company
About Synergy Consultant
Synergy consultant
Recruitment
51-200
employees
New Delhi
headquarters
₹3.9L PA avg
Avg at Synergy Consultant
About
HR, Recruitment, Training & Development, Psychometric Assessments
Industries
Recruitment
Employee ratings
10 reviews
2.5/ 5
Culture
2.3
Career growth
2.1
Work-life
2.7
Employees rate it well for
Compensation & Benefits28Work-Life Balance26
Find them on