Wise Finserv Pvt Ltd Visiting Mangalmay Group of Institutions, Greater Noida For Virtual Placement Drive
18 December 2020
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
