Oracle Capital Services

Client Relationship Manager

Oracle Capital Services
Malad West, Mumbai Metropolitan Region
₹15,000 - ₹50,000 monthly*

Fixed

₹15,000 - ₹40,000

Average Incentives*

₹10,000

Earning Potential

₹50,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 6 monthsMin. 6 months
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

23 applicants

23 applicants

Benefits include:  Travel Allowance (TA), Flexible Working Hours

Benefits include: Travel Allowance (TA), Flexible Working Hours

Job Description

·        Provide opportunities to educate clients about the financial products

·        Advise client’s on their portfolio with various niche global investment strategies.

·        Help clients with Asset Allocation and Portfolio Rebalancing techniques

·        Work on new clients acquisition and multiple broking platforms handling

·        Explain our new and existing services and products to the clients

·        Advise and do cross-selling and do reactivation of clients via investment products like mutual fund, SIP, Insurance, PMS, and other structure products, etc

·        Handle account opening/client on boarding operations.

·        Make daily, weekly, and monthly reports

·        Stay constantly updated with the market knowledge 

Job role

Work location
Work locationOffice No -610, IJMIMA Complex Raheja Metroplex, Next to Infinity Mall, Behind Goregoan Sports Club Link Road, Malad West, Mumbai 400064 Malad West, Mumbai Metropolitan Region
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryInvestment Banking, Private Equity & VC
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 6 months
Education
EducationGraduate
Skills
SkillsClient acquisition, B2C sales, Insurance sales, Wealth management, Investment Advisory, Mutual Fund Sales
English level
English levelGood (Intermediate / Advanced) English
Age limit
Age limit20 - 40 years
Gender
GenderFemale

About company

Name
NameOracle Capital Services
Address
AddressOffice No -610, IJMIMA Complex Raheja Metroplex, Next to Infinity Mall, Behind Goregoan Sports Club Link Road, Malad West, Mumbai 400064 Malad West, Mumbai Metropolitan Region
Job posted by Oracle Capital Services

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You can expect a minimum salary of 15,000 INR and can go up to 50,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Only Female candidates can apply for this job.

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No work-related deposit needs to be made during your employment with the company.

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