Relationship Manager- (Broking Industry)

2 - 5 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

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.


Qualification:

·        Graduate

Experience:

·        2-5 Years

Key Skills:

·        Good communication skills

·        Strong analytical skills

·        Customer orientation

Functional Area:

·        Sales

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