Relationship Manager

1 month ago


nashik, India White Force Full time

Job Description:

New client acquisition, building new relationships and increasing depth in existing relationships with clients.· Selling online broking accounts- Demat account, trading account.· Identifying customer needs, assessing their appetite and providing them investment options.· Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.· Achieving targets as assigned by the organisation on a monthly basis.· Migrating offline clients to do online trading.· Regular updates to the immediate superior as a when required.


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