Relationship Manager

1 week ago

Ahmedabad Jalandhar Rajkot, India Profex Tech Full time ₹ 2,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  1. To identify and acquire the customers

  2. Maintaining the relationship with the customers.

  3. To cross-sell the investment party products

  4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

  5. Generate revenues and AUM for the company as per the expectation

  6. Give high priority service to the customers as per the company processes

Preferred candidate profile

  • Experience in client acquisition, retention & revenue growth
  • Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives
  • Proven AUM & target achievement record
  • Excellent client servicing & advisory skills
  • Strong communication & compliance focus

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