- Current 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 organisation on a monthly basis.
- Migrating offline clients to do online trading.
- Regular updates to the immediate superior as a when required.
Qualification:
- Graduate
Experience:
- 2-5 Years
Key Skills:
- Good communication skills
- Strong analytical skills
- Customer orientation
📌 Relationship Manager (Delhi)
🏢 RECEX
📍 Delhi
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