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Position Details:
Position Relationship Manager - My Money Management
Company Name My Money Management
Location Mumbai, India
Job Type Relationship Manager
Job Description

Company Website :

Company Profile :
Wealth Management And Financial Advisors, Insurance (Purely For Investments)

Job Description :

  • Meeting set of existing clients to review their portfolio.
  • Handling service request of all clients and fulfilling them to satisfaction.
  • Doing regular review of client’s investment portfolio.
  • Updating clients on new products and offerings.
  • Creating opportunities of cross sell through excellent service delivery.
  • Generating new referrals from existing set of clients.
  • Acquisition of new clients.

Candidate Profile :

  • CFP/MBA - Finance.
  • FRESHERS or Exp.
  • Candidates with service cum sales experience will be preferred.

Salary : Compensation will not be a constraint for the right candidate. On par with the industry standards and with good incentive structure.

 Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 26/07/2018

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