Relationship Executive - SB Telesales

Key Responsibilities :

• Cross-sell third-party investment products including Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Thematic and Goal-Based Solutions (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Insurance Advisory Products (IAP), and other services offered by Angel One.
• Build and maintain client relationships to promote investment products.
• Understand client needs and provide appropriate investment solutions.
• Achieve sales and cross-selling targets as per organizational goals.
• Ensure adherence to compliance, regulatory, and company policies.

Skills Required

Telesales, Client Relationship Management, investment products, Mutual Funds, Pms