Relationship Manager

4 weeks ago


Surat Bengaluru, India Quick Turtle Full time

Job Description - Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking - The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. - Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. - Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. - Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. - Developing and implementing strategic plans and initiatives to grow the business with key accounts. - Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. - 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.



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