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As a Relationship Manager Acquisition, you will be responsible for opening Demat & Trading accounts through direct sales and referrals. This role requires building strong relationships with clients, understanding their investment needs, and providing personalized solutions.
Key Responsibilities:
- Identify new business opportunities within assigned key accounts and cross-sell financial products such as Mutual Funds, PMS, AIF, Structured Products, and Insurances.
- Serve as the primary point of contact for key accounts, addressing queries, and providing excellent customer service to ensure client retention.
- Develop and implement strategic plans to grow the business with key accounts, setting and achieving sales targets.
- Stay up-to-date with market trends, industry developments, and competitor activities, and provide market intelligence to clients and internal teams.
Requirements:
- Excellent communication and relationship-building skills.
- Ability to understand client investment needs and provide tailored solutions.
- Strong analytical and problem-solving skills.
- Experience in sales and account management.
Benefits:
- Opportunity to work with a dynamic team and contribute to business growth.
- Competitive compensation package.
- Ongoing training and development opportunities.
