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.