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Relationship Manager

Job Description

Job Responsibilities-: 1. Acquisition of new clients (Demat / trading a/cs: Equity/Commodity / Currency). 2. Selling Investment product like Demat A/c, Mutual Fund, PMS, Life Insurance. 3. Holding & participating in events for lead generation activities. 4. Maintaining client relationship. 5. Providing prompt and quality broking services to clients and channel partner. 6. Remain update about the latest investment products and market trend. 7. To guide the client about suitable investment/trading products as per client's profile. 8. To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee. 9. To ensure the Revenue & Third-party products target achievement. Required Skills: 1. Should have depth knowledge of all financial products. 2. Should be target oriented. 3. Should have good communication, presentation and interpersonal skills. 4. Should have good telemarketing skills. 5. Should be self-initiative. 6. Remain updated about the present market scenario and financial market products and trends. 7. Should have the zeal to help clients in achieving their financial goals. Experience Required: 1 - 6 years

Education/Experience

Job Summary

  • Join WhatsApp Group : Jobs in Ahmedabad
  • Published on: 2020-01-10 06:14:59
  • Last Employer Activity: 2020-01-10 06:14:59

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