Personal Secretary Patna

Personal Secretary Patna

01 Aug
|
Abhijit Roy
|
Patna

01 Aug

Abhijit Roy

Patna

Relationship Manager (RM) – Job ProfilePosition: Relationship Manager (Equity & Investment)

Location: Kolkata / Guwahati / Patna / Ranchi / Bhubaneswar / Siliguri
Job ResponsibilitiesGenerate recent clients through calls, references and meetings.
Open Demat & Trading Accounts.
Build long-term client relationships.
Increase Equity Brokerage Revenue.
Cross-sell Mutual Funds, SIPs and other approved investment products.
Conduct client meetings and investment awareness sessions.
Follow up with inactive clients and improve activation.
Achieve monthly revenue and client acquisition targets.
Maintain CRM and daily activity reports.
Follow all SEBI and company compliance guidelines.
EligibilityGraduate (Preferred)
Good communication skills (English/Hindi/Regional Language)




Sales experience preferred (Freshers with learning attitude may apply)
Willing to work with targets.
Skills RequiredClient Relationship Management
Sales & Negotiation
Communication
Basic Computer Knowledge
Learning Attitude
Team Player
SalaryFixed Salary + Attractive Incentives + Growth prospects

Career PathRM → Senior RM → Branch Leader → Cluster Manager → Regional Manager → Vice President

Preferred Candidates: Local candidates from the respective city who are willing to undergo professional training before joining the assigned branch.

📌 Personal Secretary Patna
🏢 Abhijit Roy
📍 Patna

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