Relationship manager

4 weeks ago


Bengaluru, India UpGrad Rekrut Full time
Greetings from up Grad 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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