Senior Relationship Manager

Job Description

Role & responsibilities Direct Sales Responsibilities Acquire customers in accordance with the business plan Conduct meetings to acquire and onboard new clients. Generate revenue based on assigned targets Gain and update knowledge on KYC, new products, andprocesses Conduct meetings to acquire and onboard new clients. Identify and approach potential clients in the open market to discuss Demat accounts and equity products. Activate clients Seek references from customers and prospects Provide regular updates to the assigned location on activities and outcomes. Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on vidhi@lkpsec.com 7039445995