Job openings for customer relationship manager in karnataka

Relationship Manager

Inprism Wealth Management

position: Relationship Manager- Wealth Management

salary: 18k to 25k with Incentive

job Description / Responsibilities:

1)distribution of Mutual Funds and Wealth Management Product to Retail.hni Clients

2)distribution of Life Insurance & Health Insurance to Retail, Hni Clients.

3)candidate Should Be Ready to Work in the Field and Nism V a Certification is Required.

4)lead Generation and Approach to New Clients.


identify & Assess Clients Needs to Assist in Investing in Mutual Funds and other Financial Products.

assist in the Account Opening Process for Mutual Funds & other Financial Product.

should have Detailed Understanding of Financial Markets, Mutual Funds& Life Insurance.

will Be Responsible for Client and Assets Under Management Targets.

required Candidate Profile:
any Graduate
MBA/PGDM Finance , Marketing MBA with Finance/Marketing.


Experience 0 - 3 Years
Salary 2 Lac To 3 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Customer Relationship Management Banking investment Fresher Sales marketing

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