Wise Finserv Pvt Ltd Visiting Mangalmay Group of Institutions, Greater Noida For Virtual Placement Drive

Eligibility- MBA / PGDM (Finance Or Marketing) - Batch - 2021 Pass outs 

About the company :   www.wisefinserv.com  

Designation : Relationship Manager

Responsibilities:

  • Develops new and expands existing High Net worth Customers & Retail Investor relationships for Financial Planning.
  • Ensures high levels of customer service orientation and application of Company policy.
  • Actively help the management in Planning and Conducting marketing campaigns to attract new Retail Customers .
  • Cross sell recommended financial products to customers.
  • Informs customers of new products or product enhancements to further expand the relationship.
  • Plans and conducts special sales initiatives and events for prospective and existing clients.
  • Coordinates with other group companies to provide seamless access to other products.
  • Maintains complete relationship record for assigned customer accounts.
  • Tracks customer complaints/queries and turnaround times for customer satisfaction.

Skills Required:

  • Strong Communication & Public Speaking Skills .
  • Proficiency in MS Office & Tools ( MS Office , MS Excel , MS PowerPoint ) .
  • Professional Qualifications (CA/CFA/CPA/CMA) are an added advantage
  • Completion of NISM Modules are value adds.

Interview Process: Aptitude Test - GD & PI - Interview with Senior Management.

Joining: Immediate

CTC:   3 LPA

Job Location:  Noida