Relationship Manager

To identify and acquire the customers

Maintaining the relationship with the customers.

Retention of customers

To cross-sell the investment party products

To ensure to reach the revenue target. Acquiring new and prospective customers

Understanding 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.

Generate revenues and AUM for the company as per the expectation

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

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

Skills: customer acquisition,customer relationship management (crm),new business opportunities,mutual funds

Full time