Relationship Manager

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.