Bonanza Portfolio Ltd Hiring for Relationship Manager/ SR. Relationship Manager Job at Rānchī

Greetings,

We have Vacancy for Wealth Segment.

Location: – Ranchi, Jharkhand

Job Description : –

Job responsibilities: * Promotion / Selling of Portfolio Management services – Model portfolio/ Insurance/ Mutual Funds, HNI products, Debt products- Primary, secondary bonds, Real Estate.

1. Provide financial planning and investment advisory services to clients.

2. Research and present investment strategies.

3. Manage client relationships.

4. Identify and cultivate new clients.

5. Develop and grow a book of business.

6. Identify financial process improvement.

7. Generate and process paper and electronic documents.

(Products to be dealt with are: – Portfolio Management services, Model portfolio, Insurance, Mutual Funds, Debt products- Primary, Secondary bonds, Real Estate), Brokerage Services

Other details:

Experience: 3 to 5 years in Portfolio Management services/ Insurance/ Mutual Funds

Skills:

1. Results-oriented mindset

2. Exemplary written and verbal communication skills

3. Strong interpersonal aptitude

4. Ability to maintain confidentiality

THANKS & REGARD’S

Pallavi Ambokar | HR –Executive – 022-68363730

WWW.BONANZAONLINE.COM

Job Type: Full-time

Salary: ₹15,000.00 – ₹25,000.00 per month

Schedule:

• Day shift

Speak with the employer
+91 9209012197