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Relationship Manager-Financial Industry-Chennai

Keywords / Skills : "Financial Planning", "relationship manager"

1 - 5 years
Posted: 2019-01-24

Industry
Banking/ Financial Services
Function
Banking, Insurance & Financial Services
Role
Relationship manager
Education
Any graduate
Posted On
24th Jan 2019
Job Description
Job Description:

• Promote fee-based Financial Planning Services at regions

• Interview customers for collecting details

• Make detailed financial plans for customers (Excel knowledge desirable)

• Discuss financial plans with customers

• Interface between the product team and the customer
Promote other services as and when being launched under Financial Planning Services, like Investment Planning, Estate Planning, at regions.


About Company

Bay Balls HR is a team of qualified professionals, specializing in talent acquisition,payroll management,staffing and HR compliances striving to be the best in business.Taking on challenges and sourcing out the most possible information needed for business's success.
Bay Balls HR aims to be the pioneer leader in terms of Clients and Job Seekers retention.
As a team and a dedicated retained executive search firm, we promise quality deliverables, innovation and the unique services.
Bay Balls HR has expertise in offering end to end Recruitment and HR solutions. Our highly experienced teams of professionals are committed to select the right candidate, understanding the requirement and expectation of our clients.
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