Job Description

-? We're? Hiring!

Position:?

Relationship Manager

- Who? We're Looking? For:

3+? years experience? (preferably in financial? services)

Excellent communication? &? client service? skills

Basic knowledge? of? Mutual Fund &? Insurance

Self-driven &? relationship-focused

- Role Highlights:

Manage? and? grow HNI client? relationships?

(NO LEAD GENERATION)

Daily? client meetings

Recommend? suitable? investment options

Handle a ready portfolio with? full? backend? support

Clients will be provided by us.

- What? We Offer:

Attractive? salary + Performance? incentives

Strong? support? team &? Ongoing training

Great work culture? in? a? reputed? firm

-? Location:? Pune

Join? our team? at Teamone? Financial? Services - A trusted? name? with? 28+ years? of? experience? in Mutual funds,? Insurance? &? Wealth? management.

Job Type: Full-time

Pay: ?50,000.00 - ?100,000.00 per month

Schedule:

Day shift
Supplemental Pay:

Commission pay Performance bonus
Application Question(s):

Passed NISM Certification
Experience:

Mutual Fund: 1 year (Required) Insurance sales: 1 year (Required)
Work Location: In person