A Naukri Group company
Login చేయండిHire Local Staff
A Naukri Group companyLogin చేయండిHire Local Staff
18,000 - 28,000 /నెల*
Nivesh Junction
ఝండేవాలన్ ఎక్స్టెన్షన్, ఢిల్లీ
₹7,000 incentives included
అమ్మకాలు / వ్యాపార అభివృద్ధి లో 1 - 3 ఏళ్లు అనుభవం
ఫుల్ టైమ్
About Company
Nivesh Junction is an Authorized Partner of Angel One and a growing Wealth Management firm dealing in Mutual Funds, Insurance, Unlisted Shares, Equity and other investment products.
We manage an active client portfolio and focus on long-term relationship building and portfolio growth.
Role Overview
We are hiring a Relationship Manager to handle and grow our existing client portfolio through cross-selling of financial products.
This role focuses on servicing and expanding business from existing clients. It is not purely a cold-calling role.
Key Responsibilities
Manage and maintain relationships with existing clients
Cross-sell Mutual Funds, Insurance and Unlisted Shares
Conduct portfolio reviews and identify investment opportunities
Follow up regularly with clients for business generation
Achieve monthly revenue targets
Coordinate with internal team for smooth execution
