Relationship Manager

6 days ago


Ambala Chandigarh Ludhiana, India Profex Tech Full time ₹ 15,00,000 - ₹ 20,00,000 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

  • Graduate/Postgraduate in Finance
  • 15 years in financial services/stock broking
  • Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives
  • Proven sales and client acquisition skills
  • Excellent communication skills

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