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