- Relationship handling
- Building and managing client relationships.
- Client servicing
- Servicing existing clients and responding to their queries.
- Upselling and cross-selling suitable investment products (PMS, AIF, Global offerings, etc.).
- Maintaining client satisfaction through proactive communication and support.
- Calling and following up with old and new leads to pitch relevant investment products and convert prospects into clients.
- Be available to connect and follow up with clients as per their availability.
- Work with a robust sales mindset, always focused on achieving targets and driving business growth.
📌 Junior Relationship Manager Investments (Navi Mumbai)
🏢 First Global Securities
📍 Navi Mumbai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.