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| Job Location | Kolkata |
| Education | Not Mentioned |
| Salary | Not Mentioned |
| Industry | Banking / Accounting / Financial Services |
| Functional Area | Banking |
| EmploymentType | Full-time |
- Digital Relationship ManagerDesignation- Digital Relationship Manager Qualification- Minimum Bachelors degree. Preference would be accorded to BFM, BBI, BAF, BMS NISM Capital Market/Insurance/MF modules (Desirable) Key Requirements: Proficient in MS office Fluent in both verbal and written communications. Basic understanding of capital markets business Roles and Responsibilities: 1. Single point of contact for HNI relationships virtually 2. Assist customers to transact digitally 3. Outbound/Inbound calls to reach to the mapped customer base on daily basis. 4. Strive to achieve business targets as per assigned portfolio 5. Cross sell/Upsell to increase product penetration 6. Customer on boarding and activation 7. Proactive retention of customers 8. Interact with clients on research calls, advisory to keep Clients active & increase revenue 9. Converting and generating revenue from dormant customers. 10. Resolving Customer Query.
Keyskills :
Cross SellingNismMutual FundInsurance