Relationship Manager - Investments

Location

Vadodara | India

Job description

- Primary responsibility of the person is to make new clients, garner investments in Mutual Funds, Equity Market, Bonds, Fixed Deposits, Life Insurance, Health Insurance, etc.

- Coordinate with the HR manager of Companies, Associations arrange the webinar on Tax Planning Advance Portfolio Management

- Coordinate with the asset management companies life insurance companies to serve the clients better.

Education: BBA/BCOM/ MBA/ MCOM

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Job tags

Salary