Relationship Manager

2 weeks ago


Bangalore, India upGrad Rekrut Full time

Greetings from upGrad Rekrut

Our client is a reputed stock broking firm which is looking out for its Key Account Managers (RM) PAN INDIA as a part of their expansion.

Candidates from broking firm would be preferred .

Key Responsibilities would include:

• Acquire new Demat and Trading accounts with a minimum margin per account.

• Retaining the old clients by periodic meetings.

• Actively prospect and engage in client acquisition efforts to grow the business.

• Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.

• Perform regular portfolio reviews to ensure client investment objectives are met.

• Creation of revenue & Activation of clients through effective Advisory.

• Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, Insurance.

• Handling Queries & complains of client's & solving it within TAT.

• Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

If keen, please call/whatsapp at 9719198789.

Regards,

Deepika


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