Relationship Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
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New client acquisition building new relationships and increasing depth in existing relationships with clients.
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Selling online broking accounts- Demat account trading account.
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Identifying customer needs assessing their appetite and providing them investment options.
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Cross selling of financial products like Mutual Fund Insurance Bonds etc.
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Achieving targets as assigned by the organisation on a monthly basis.
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Migrating offline clients to do online trading.
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Regular updates to the immediate superior as a when required.
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
