Qureos Mentor

Veena Placement Services

Relationship Manager1.Acquire quality clients through networking, database, market intelligence and references from existing clients.&#8199;2.&#8288; &#8288;Generate Cross Sell revenue through Financial Planning.&#8199;3.&#8288; &#8288;Promote Focus Product of the month.&#8199;4.&#8288; &#8288;Maintain records of business on internal software.&#8199;5.&#8288; &#8288;Induct new clients to the Central Dealing Desk for smooth interaction and services.&#8199;6.&#8288; &#8288;Liaison with Central Dealing Desk for revenue generation and query resolution.&#8199;7.&#8288; &#8288;Conduct activities for Client Acquisition and Financial Planning.&#8199;8.&#8288; &#8288;Ensure compliance as per various regulator and organization guidelines.&#8199;9.&#8288; &#8288;Maintain the brand image of the organization.10.&#8288; &#8288;Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.Job Type: Full-timePay: &#8377;200,000.00 - &#8377;500,000.00 per yearBenefits:<ul><li>Health insurance</li></ul>Work Location: In person

Relationship Manager- B2C (Wealth)

Join Veena Placement Services and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Veena Placement Services

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Relationship Manager- B2C (Wealth)