Relationship Manager
5 days ago
1) The candidate will carry a target of Acquisition of DEMAT & Trading accounts through inhouse leads, direct sales (face to face), cold calling, networking, your own data/sources, and references with our courses.
2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products such as Mutual Funds, PMS, AIF, Structured Products, Insurance, LOANS.
4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention + upselling our Financial Sources.
5) Developing and implementing strategic plans and initiatives to grow the business with key accounts
. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision making.
8) Minimum 7 to 8 Accounts Compulsory + Our CAPITAL Market Courses + Other Ancillary Services
Job Types: Full-time, Permanent
Pay: ₹150, ₹300,000.00 per year
Benefits:
- Commuter assistance
- Flexible schedule
- Internet reimbursement
- Work from home
Work Location: In person
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