Relationship Manager

4 days ago


Ambala Chandigarh Ludhiana, India Profex Tech Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Role & responsibilities

  1. To identify and acquire the customers

  2. Maintaining the relationship with the customers.

  3. Retention of customers

  4. To cross-sell the investment party products

  5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.

Preferred candidate profile

  • Experience in client acquisition, relationship management, and retention.
  • Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives).
  • Proven ability to meet revenue & AUM targets with cross-selling skills.
  • Excellent communication and advisory skills; NISM/CFA/CFP preferred.


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