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Relationship Manager

2.00 to 7.00 Years   Ahmedabad   15 Aug, 2023
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 2.0 - 5 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Job Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect.Providing clients with advices that helps them to sort out their problems in investment.Ensuring future business from those prospective customers in the long run.1. Generate revenues and AUM for the company as per the expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securitiesbroking, derivatives, bonds and all the products promoted by the company

Keyskills :
demat accountsequity salescross selling

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