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.