Relationship Manager

2 months ago


Dehradun, India Jobee Fie Full time
JobDescription
  • Toidentify and acquire the customers
  • Maintainingthe relationship with the customers.
  • Retentionof customers
  • To crosssell the investment partyproducts
  • To ensure to reach the revenuetarget. Acquiring new and prospectivecustomers
  • Understanding the requirements of theprospect.
  • Providing clients with advices thathelps them to sort out their problems ininvestment.
  • Ensuring future business from thoseprospective customers in the long run.
  • Generate revenues and AUM for the company asper the expectation
  • Give high priority serviceto the customers as per the company processes
  • Advise clients on a range of products viz.Equity Mutual Funds PMS in stocks and securities brokingderivatives bonds and all the products promoted by thecompany

customeracquisition,customer relationship management (crm),new businessopportunities,mutual funds



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