Relationship Manager

Astha Banerjee; India; Remote; INR 350,000 - 550,000; Full time

Job summary

Astha Banerjee is seeking a Graduate financial services professional to acquire new clients and cross-sell Investment products including Equity, Mutual Funds, Insurance, PMS, AIFs, Bonds, and Unlisted Shares. You will drive revenue growth, manage client accounts, and build long-term relationships through regular meetings.

The role requires at least 1 year in broking or BFSI, solid knowledge of investment products, and the ability to translate client needs into suitable solutions.

Qualifications

• Graduate required.
• 1 year of relevant experience in Broking, BFSI, Financial Services.
• Strong product knowledge across Equity, Mutual Funds, Insurance & other investment products.

Responsibilities

• Acquire new clients, cross-sell Insurance, Mutual Funds, PMS, AIFs, Bonds and Unlisted Shares; drive revenue growth.

Skills

Equity knowledge

Mutual funds knowledge

Insurance knowledge

Investment products knowledge

Education

Graduate

Job description

Acquire new clients, cross-sell Insurance, Mutual Funds, PMS, AIFs, Bonds and Unlisted Shares, drive revenue growth, manage client accounts, recommend suitable investment solutions, and build long-term client relationships through regular meetings.

Required Candidate profile

• Graduate
• Minimum 1 year of relevant experience in the Broking, BFSI, Financial Services industry.
• Strong product knowledge across Equity, Mutual Funds, Insurance & other investment products