Relationship manager

1 month ago


indore, India Sabkajobs placement Full time
  • Fix customer appointments and visit potential customers for new business.
  • Make the customer understand the various benefits available in the plan & check whether it meets the customer's requirements.
  • Self-sourcing of customer leads from own natural market to sell a financial product.
  • Customer Leads when provided are to be called and fix appointments for sales visits and convert the lead to sales.
  • Cross-sell/Up-sell products.
  • Assuring that the business targets are met as per the goal sheet given.
  • Responsible for New Client Acquisition of trading accounts.
  • Responsible for Meeting targets account &Margin.

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