Relationship Manager
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
Job description:
• New client acquisition, building new relationships and increasing depth in existing relationships with clients.
• Selling online broking accounts- Demat account, trading account.
• Identifying customer needs, assessing their appetite and providing them investment options.
• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
• Achieving targets as assigned by the organisation on a monthly basis.
• Migrating offline clients to do online trading.
• Regular updates to the immediate superior as a when required. Preferred Qualification:
• Graduate Preferred Experience:
• 2-5 years Key Skills:
• Good communication skills
• Strong analytical skills
• Customer orientation Functional Area:
• Sales Job Location:
• Mumbai, Indore, Bangalore, Delhi, Gurgaon, Chennai.
• New client acquisition, building new relationships and increasing depth in existing relationships with clients.
• Selling online broking accounts- Demat account, trading account.
• Identifying customer needs, assessing their appetite and providing them investment options.
• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
• Achieving targets as assigned by the organisation on a monthly basis.
• Migrating offline clients to do online trading.
• Regular updates to the immediate superior as a when required. Preferred Qualification:
• Graduate Preferred Experience:
• 2-5 years Key Skills:
• Good communication skills
• Strong analytical skills
• Customer orientation Functional Area:
• Sales Job Location:
• Mumbai, Indore, Bangalore, Delhi, Gurgaon, Chennai.
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