Relationship Manager

Chennai – 31/08/2024

Job Title

Relationship Manager

Job Location – Chennai

About Dhanavruksha Financial Services
About Dhanavruksha Financial Services Wealth Management, Equity Advisory, Mutual Fund Distribution, Bonds advisory, Corporate Deposits Distribution, PMS Distribution, AIF Distribution, VC & PE Funds distribution, Advisory for Startup Investing, NPS Advisory, Insurance Advisory, Financial Planning, Bank loans structuring for companies, Fundraising for Companies and Startups, Educating and handholding the youth to invest wisely, Increasing Financial Literacy in smaller towns, and Recruiting,Training and Guiding Business Associates
 

Job Description

Role – Acquiring customers for Mutual Fund, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS/AIF, Estate Planning etc and managing their portfolio.
 
Experience – Minimum of 2 years relevant experience . Experience in Equities, Life Insurance or Mutual Funds is mandatory
 
Required skills/resources/Expectations – Should possess existing client base and proficient in English communication.
 
Qualifications – Any degree
 
Enablers from the organisation – Expert team to support with rich industry experience to convert sales, comprehensive mobile app/web portal for execution, monitoring of portfolio , Download various kinds of reports etc
 
Compensation– Upto 6 lacs annual CTC(for each) plus attractive incentives