Relationship Manager- Sales Executive in Delhi

Job Description

Key Responsibilities Acquire new clients and build long-term relationships. Deepen relationships with existing clients to enhance portfolio value. Sell online broking services including Demat and trading accounts. Identify client needs and provide suitable investment options. Cross-sell financial products such as Mutual Funds, Insurance, and Bonds. Meet monthly sales and revenue targets set by the organization. Promote and convert offline clients to online trading platforms. Maintain regular communication and updates with the reporting manager. About Company: Credeb Advisors LLP provides a complete range of business solutions in diverse fields including project financing, accounting, legal, human resource, and risk advisory. The company was started with the sole motive of providing 'professional' and 'honest' services to its valued customers, our team members have prior experience working with 'Big 4 Accounting & Auditing Firms', leading Indian law firms, and multinational companies. Our unique approach helps enterprises explore extraordinary opportunities, manage and sustain growth, and maximize revenue. Show more Show less