Client Relationship Manager

Wallet Finserve

Chandkheda, Ahmedabad Region

₹25,000 - ₹50,000 monthly*

Fixed

25000 - ₹35000

Average Incentives*

15,000

Earning Potential

50,000

You can earn more incentive if you perform well

Field Job

Full Time

Min. 3 years

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

Fast HR reply

5 applicants

Benefits include: PF, Petrol Allowance, Internet Allowance, Laptop, Health Insurance

Job Description

  • Role Summary: Lead the branch, manage business growth, and implement strategies to increase business, specifically handling existing and new client portfolios.
  • Key Responsibilities: Financial planning, dealing with Mutual Funds, Broking, Insurance, and Loan products.
  • Requirements: 1–2 years of experience, preferably with a background in Insurance/Loan sectors. Requires a two-wheeler.
  • Education: MBA or Commerce background.
  • Timing: 9:30 AM - 6:30 PM (Monday - Saturday).


Job role

Department

Banking / Insurance / Financial Services

Role / Category

Trading, Asset & Wealth Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 3 years

Education

Graduate

Skills

Life insurance, Mutual funds, Retirement Plans, Fixed Deposits, ULIP

English level

Basic English

Regional language

Fluent in speaking Gujarati, Hindi

Assets

Two-wheeler Vehicle, Two Wheeler Driving License, NISM Certificate

Degree/ Specialisation

B.Com (Hons.) in Financial Markets, MBA in Capital Markets, B.Com in Financial Markets (Atleast one)

Age limit

18 - 40 years

Gender

Male

About company

Name

Wallet Finserve

Address

Jharsuguda, Odisha, India

Job posted by Wallet Finserve

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