Client Relationship / Business Development

mrc Hr Consultants Delhi; Sector 10; Presencial; INR 600 000 - 900 000; Tempo integral

Resumo da oferta

Choice Broking is seeking a Relationship Wealth Manager in India to manage client portfolios and provide guidance on mutual funds and equities. You will address queries, open trading accounts for new customers from leads, and pursue new lead generation opportunities.

Ideal candidates have UG qualification, strong communication, and a proven track record in wealth advisory. The role emphasizes client servicing, payments follow-up, and building lasting relationships with clients in sector 10,

Qualificações

• UG: Any Graduate.
• Experience in wealth management or advisory roles is preferred.
• Strong communication and relationship-building skills.

Responsabilidades

• Managing customers portfolio and advising them on mutual funds and equities.
• Resolving all queries from clients.
• Opening trading accounts for new customers provided through leads and generating new leads.
• Client payment follow up.

Conhecimentos

Portfolio management

Client advisory

Lead generation

Account opening

Formação académica

Any Graduate

Descrição da oferta de emprego

Managing Customers Portfolio &advising them on Mutual Funds &Equities
Resolving all queries
Opening Trading Account for new Customers provided through leads and generating new leads
Client Payment follow up

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Relationship Wealth Manager @Choice Broking