Relationship Manager - Demat & TPP Acquisition, Bancassurance Channel

Quick Turtle

1 - 2 years

1 - 4 Lacs

Ahmedabad Gujarat India

Posted:3 weeks ago| Platform: Foundit logo

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Skills Required

Direct Sales Portfolio Management Financial Products Relationship Building Lead Generation Communication Skills

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager

Key Responsibilities

Direct Sales:
You'll be responsible for the direct sale of
Demat accounts
and
margin collection
for Equity, Commodity, and Currency products from our Bank Channel.
Revenue Generation:
Drive revenue by selling
Insurance, Value Packs, ACE, and TGS
(likely referring to specific QuickTurtle products or services).
Cross-Selling:
Actively cross-sell additional financial products, including
Mutual Funds (MF)
and
Portfolio Management Services (PMS)
.
Client Management:
You'll be responsible for both
new client lead generation
and maintaining strong, lasting relationships with existing clients.

What We're Looking For

Proven experience in direct sales within the financial services industry, particularly with Demat accounts.
A strong understanding of equity, commodity, and currency markets.
Demonstrated ability to cross-sell various financial products.
Excellent communication and relationship-building skills.
A proactive approach to lead generation and client retention.

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