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Topgear Consultants
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Relationship Manager

Relationship Manager

Topgear Consultants

2 - 7 years

1 - 5 Lacs

Jalgaon Nagpur Ahmednagar

Posted:1 day ago| Platform:

Apply

Skills Required

New Client Acquisition Mutual Funds Broking Demat Account Sales HNI Cross Selling Bonds Third Party Products Mutual Funds Sales Trading Account Relationship Management Insurance Broking Account MF Client Relationship

Work Mode

Work from Office

Job Type

Full Time

Job Description

This Opportunity is with a leading Stock Broking company for their office in Kolkata location

Role: Relationship Manager

Experience: 2 - 5 Years

Role & Responsibilities:

New client acquisition, building new relationships and increasing depth in existing relationships with clients.
Selling online broking accounts- Demat account, trading account.
Identifying customer needs, assessing their appetite, and providing them investment options.
Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
Achieving targets as assigned by the organization on a monthly basis.
Migrating offline clients to do online trading.
Regular updates to the immediate superior as a when required.

Required Skillset:

Required Experience in Broking Industry
Required Experience in Sales of investment products.
Any Graduate - Full Time
Good communication skills
Strong analytical skills
Customer orientation

Interested Candidates can share their CV's at priyal@topgearconsultants.com

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