Relationship Manager

Prime Trade Solutions Private Limited

1 years

1 - 3 Lacs

India

Posted:1 month ago| Platform: GlassDoor logo

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Skills Required

communication portfolio management risk upselling

Work Mode

On-site

Job Type

Full Time

Job Description

Build and maintain strong relationships with clients through regular communication and personalized service. Provide timely and accurate financial advice and recommendations. Educate clients on a range of investment products, including equities, derivatives, mutual funds, and fixed income instruments. Provide expert advice on portfolio management, asset allocation, and risk management. Achieve revenue targets and client acquisition goals. Identify cross-selling and upselling opportunities to increase revenue. Job Types: Full-time, Permanent Pay: ₹150,000.00 - ₹300,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Morning shift Supplemental Pay: Performance bonus Quarterly bonus Yearly bonus Application Question(s): We are filling this job immediately, how soon can you join? Experience: total work: 1 year (Required) Work Location: In person

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Relationship Manager