Urgent Requirement for Investment RM @ U Mind

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Urgent Requirement for Investment RM

U Mind
2 - 7 Years
Thrissur
3 years ago
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Job Description

exposure towards Distribution products (Mutual Funds, PMS, Insurance, etc)
Procuring the potential clients through networking, database, market analysis and
reference.
2. Achieving the Sales target assigned.
3. Develop and manage the scheme/fund selection model.
4. Product due diligence to understand the qualitative aspects of the products.
5. Cross-sell products and services to both new as well as existing customers as per their
lifestyle, risk profiling, and requirements.
6. Financial goal setting, planning, preparing, and reviewing investment proposals for the
clients.
7. Ensuring the highest level of customer service to the customer acquired.
8. Assure adherence to the guidelines set by the organization.
9. In-depth knowledge about the financial products offered and frequent updation of the latest
trends.
For more details contact: 9388385***, 9388385***
Mail - id: [Confidential Information]

Employement Category:

Employement Type: Full time
Industry: Banking
Functional Area: Banking
Role Category: Other Banking
Role/Responsibilies: Urgent Requirement for Investment RM

Contact Details:

Company: UMind Consulting
Location(s): Thrissur

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U Mind

U Mind Consulting , is one of the fastest growing Consulting organisation in Kerala, with hand full years of experience in Human Resource Consulting, Training and Corporate Wellness. We believe that building Human Capital is the way to build organizations and wealth. We help out our clients find n...

Urgent Requirement for Investment RM @ U Mind

Home > Other Banking