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Jobs in navi mumbai
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Sharekhan
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Account Relationship Manager

Account Relationship Manager

1 - 6 years

|

3 - 5 Lacs

Posted:2 months ago| Platform:

Apply

Skills Required

new client acquisition cross selling new business development revenue generation financial products sales client acquisition cross sales demat account hni acquisition trading account account opening lead generation equity sales new business acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Acquiring customers as per business plan
Revenue Generation as per assigned Targets
Acquire and upgrade knowledge on filling up KYC/new products/processes
Update status of leads on Lead management system regularly
Conduct sales promotion activities regularly
Activation of clients and cross sell (MF SIP)
Seek references from customers/prospect

Technical & Behavioural Competencies

Experience in NBFC/ BFSI

Specific Qualifications (if required)

Strong relationship management and client servicing skills.
Excellent communication, negotiation and presentation skills.
Sales driven mindset with ability to achieve and exceed targets
Ability to understand financial markets, investment product and client portfolio

For any assistance or query kindly drop a mail on swapnali.mendonca@sharekhan.com

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Financial Services

Mumbai

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