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Digital Relationship Manager
2 weeks ago
Call and engage with leads to address queries and understand their investment needs.
Assess and qualify leads based on their investment size, financial goals, and product interests.
Coordinate and schedule meetings between qualified prospects and Offline Relationship Managers for seamless sales conversion.
Track and update lead status, conversion progress, and client interactions in the CRM system.
Support business growth by contributing to client acquisition and revenue goals.
Ensure effective communication and timely follow-ups to enhance the client experience and build long-term relationships.
Experience in customer interaction, lead qualification, and financial advisory support.
Proficiency in CRM tools, email communication, and client management.
1-3 years in stock broking, banking, insurance, or financial services with exposure to client engagement.
~ Any graduate/Postgraduate with relevant experience.
