Relationship Manager

1 - 3 years

3 - 5 Lacs

Posted:2 months ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Candidate should have 1 to 3 years of work experience with stock broking/ Finance company

Job Description:

  • Acquiring new and prospective customers
  • Understanding the requirements of the prospect
  • Providing them with advice that helps them to sort out their problems in investment
  • Ensuring future business from those prospective customers in the long run
  • Maintaining cordial relationship with the existing clients
  • Understanding the current needs of the clients
  • Designing an investment option suitable to the clients
  • Sell financial products like Mutual Fund, IPO, Insurance, Bond, NCD & Fixed Deposit etc
  • Solving at their investment problem and providing advisory services Ensuring that the customers are satisfied and maintaining good relationship with them
  • Ability to generate large sales
  • To build cordial relationship with HNI clients
  • To build good network of prospective customers
  • To target on those clients willing to take up high speculative trading

  • Bcom/MBA/PGDM or other

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