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Junior Relationship Manager Investments

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Onsite

Junior Relationship Manager Investments

First Global Securities

Junior Relationship Manager Investments

3 months ago

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Important information


Contract type:

Permanent

Location:

Navi Mumbai, Maharashtra, India

Work mode:

Onsite

Published on:

12 August 2026

What they need


  • Relationship handling
  • Building and managing client relationships.
  • Client servicing
  • Servicing existing clients and responding to their queries.
  • Upselling and cross-selling suitable investment products (PMS, AIF, Global offerings, etc.).
  • Maintaining client satisfaction through proactive communication and support.
  • Calling and following up with old and new leads to pitch relevant investment products and convert prospects into clients.
  • Be available to connect and follow up with clients as per their availability.
  • Work with a strong sales mindset, always focused on achieving targets and driving business growth.

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