AHMEDABAD · FULLTIME
Relationship Manager _Investment Solutions_ Mahindra Finance
Mahindra Finance
Ahmedabad · onsite · Posted 3d ago
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₹5.0L - ₹8.0L PA3–6 yrsfulltimeAhmedabad
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Section · 01
About this role
- New Business and Cross-sell Fixed Deposits existing customers and new prospects.
- Generate business through engaging old as well as new partners.
- Conduct periodic portfolio reviews and investment counselling for clients.
- Ensure timely documentation, compliance, and onboarding for investment products.
- Participate in Partner engagement activities and product training sessions.
- Provide market insights and feedback to improve product positioning and customer targeting.
- Support digital initiatives to increase business via online platforms.
- Adding new business partners for larger volume.
- Regular meeting Business partners at different locations
- Servicing Partners query spontaneously.
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Section · 02
Skills
Fixed DepositsDepositsTerm DepositsFD
Section · Company
About Mahindra Finance
Mahindra Finance
NBFC
25.3k+
employees
1991
35 years old
Mumbai, Maharashtra
India
₹5L – ₹8L PA
This role
About
Mahindra Finance is a one stop solution for all your financial needs. Explore our various offerings like vehicle loans, SME loans, Fixed Deposit, Mutual Funds, Insurance and many more.
Industries
NBFCFinancial ServicesAnalytics & KPO
Employees rate it well for
Salary467Work Culture445Work Environment354Work Life Balance330Senior Management278
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