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69 Way To Go Consulting Jobs

Relationship Manager

3-8 years

Hyderabad / Secunderabad, Bangalore / Bengaluru

1 vacancy

Relationship Manager

Way To Go Consulting

posted 5d ago

Job Role Insights

Fixed timing

Key skills for the job

Job Description

  • Build and maintain strong relationships with existing and potential clients to understand their financial goals and investment needs.
  • Promote and sell mutual fund products and other investment solutions to HNIs, institutions, and retail clients.
  • Provide clients with customized investment solutions based on their risk appetite and financial objectives.
  • Conduct regular meetings with clients to review their portfolio and suggest necessary adjustments.
  • Ensure excellent customer service and timely response to client queries.
  • Achieve monthly, quarterly, and annual sales targets.
  • Monitor market trends and competitor offerings to stay informed and adapt strategies accordingly.
  • Collaborate with the marketing team to identify opportunities for client acquisition.
  • Generate leads, prospect new clients, and grow the business.
  • Ensure compliance with regulatory requirements and internal policies.



Employment Type: Full Time, Permanent

Read full job description

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What people at Way To Go Consulting are saying

What Way To Go Consulting employees are saying about work life

based on 29 employees
71%
90%
100%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
View more insights

Way To Go Consulting Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Free Food
Education Assistance +6 more
View more benefits

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