Client Relationship Manager
Nikhil Daxini Financial Services
Client Relationship Manager
Nikhil Daxini Financial Services
Borivali East, Mumbai/Bombay
₹18,000 - ₹30,000 monthly*
Fixed
₹18000 - ₹25000
Average Incentives*
₹5,000
Earning Potential
₹30,000
You can earn more incentive if you perform well
Work from Office
Full Time
Any experience
Basic English
Job Details
Interview Details
Job highlights
14 applicants
Benefits include: Travel Allowance (TA), Mobile Allowance
Job Description
Manage and service existing clients (portfolio updates, follow-ups, renewals)
Build strong relationships and ensure high client satisfaction
Identify opportunities to upsell financial products (mutual funds, insurance, etc.)
Generate new clients through referrals, networking, and outreach
Assist in client meetings and presentations
Maintain records of client interactions and transactions
Coordinate with internal teams for smooth execution
Job role
Work location
Paras Business Center, Kasthurba Road, Asara Colony, Borivali, Mumbai, Maharashtra, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Life insurance, Mutual funds, Equity dealing, Stock analysis, Investment Advisory, Fixed Income Sales, Retirement Plans, Fixed Deposits, ULIP
English level
Basic English
Age limit
21 - 30 years
Gender
Any gender
About company
Name
Nikhil Daxini Financial Services
Address
Paras Business Center, Kasthurba Road, Asara Colony, Borivali, Mumbai, Maharashtra, India
Job posted by Nikhil Daxini Financial Services
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