Good Communication SkillsTeam managementTeam workInterpersonal Skills
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O
Relationship Manager - Investment Advisory
Optime-Tech LLC Verified employer
Actively hiring · Posted 10d ago · JEV26097B042A3E75
SalarySalary not disclosed
Experience3–7 yrs
LocationBengaluru, Bangalore, Karnataka
Work modeRemote · Full time
Openings1
EducationAny Graduate - Any Specialization, Any Post Graduate - Any Specialization, Any Doctorate - Any Specialization
Shift9am-6pm
IndustryHR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
Job description
Manage and grow client relationships by providing investment advisory services. Assess clients' financial goals and recommend suitable investment solutions. Promote wealth management products, including mutual funds, insurance, and PMS. Monitor investment portfolios and provide regular performance updates. Acquire new clients while ensuring high levels of customer satisfaction. Ensure compliance with regulatory guidelines and internal policies.
Key skills
How to apply
- Sign in or create your free profile — takes about two minutes.
- Apply with one tap — your profile is shared directly with Optime-Tech LLC.
- Track your application and get updates by email and WhatsApp.
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