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.
Key Skills
Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry
Employment Type : Full Time
Experience : years
Vacancy : 1
Relationship Manager • Indore, Madhya Pradesh, India