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Relationship Managers Acquisition- Demat cum Trading Accounts

Relationship Managers Acquisition- Demat cum Trading Accounts

ConfidentialJaipur, Cochin / Kochi / Ernakulam, Indore
30+ days ago
Job description
  • Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking
  • The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data / sources, and references.
  • Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
  • Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.
  • Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
  • Developing and implementing strategic plans and initiatives to grow the business with key accounts.
  • Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
  • Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making

    • Skills Required

    Client Acquisition, Market Analysis, Portfolio Management, Risk Assessment

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    Relationship Manager • Jaipur, Cochin / Kochi / Ernakulam, Indore

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