Customer Relationship Manager

WE ARE HIRING FOR FRESHERS

Role: Relationship Manager

Location: Secunderabad

Experience: 0 – 3+ Years

Gender: Only Females (Married)

Qualification: Bachelor’s / Master’s in Finance, Commerce, or related field

Job Responsibilities:

• Acquire and onboard new clients

• Manage and review client portfolios

• Guide clients on Mutual Fund investments & SIPs

• Prepare goal-based financial plans

• Handle client servicing and portfolio reporting

• Promote financial products like Bonds, IPOs, NFOs, and Insurance Plans

Required Skills:

✔ Excellent Communication Skills

✔ Client Relationship Management

✔ Financial Planning Knowledge

✔ Mutual Fund & Investment Awareness

✔ Presentation & Negotiation Skills

✔ Basic Excel & CRM Knowledge

Why Join Us?

Attractive Salary + Incentives

Career Growth Opportunities

Mentorship from Industry Experts

Professional Learning & Development

Interested candidates can apply now!

Contact : Nameera HR - 9966585157