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1.0 - 3.0 years
1 - 3 Lacs
Bengaluru
Work from Office
Roles and Responsibilities Handle customer queries via phone calls, emails, and chats to resolve issues promptly. Provide excellent customer service by understanding their needs and preferences. Identify opportunities to upsell/cross-sell relevant products or services based on customer requirements. Maintain accurate records of all interactions with customers using CRM software. Collaborate with internal teams to resolve complex customer complaints. Please apply only if you can come for face to face interview immediately
Posted 1 day ago
2 - 3 years
6 - 10 Lacs
Kolkata, Mumbai, Chennai
Work from Office
Relationship Managers Acquisition, Equity Broking & Investment Products 1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Kochi,Jaipur,Indore,Delhi, Ahemdabad, Trivendrum
Posted 1 month ago
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