Investment Relationship Manager (Mumbai City)

Investment Relationship Manager (Mumbai City)

21 Aug
|
Lakshmishree Investment & Securities
|
Mumbai City

21 Aug

Lakshmishree Investment & Securities

Mumbai City

Total years of Experience: 1 to 2 years

Key Responsibilities
- Generate new business leads through digital marketing, referrals, and field activities.
- Meet and convert company-provided leads into active trading and investment clients.
- Expand the company’s reach by onboarding new Authorised Persons, Sub-brokers, Business Associates, and Channel Partners.
- Provide complete business setup, training, and operational support to existing partners for smooth functioning.
- Achieve assigned sales, revenue, and business growth targets as per company goals.
- Present and explain company services, products, and partnership models to potential clients and associates.
- Customize business proposals and investment solutions according to client needs and current market trends.
- Maintain timely and accurate updates of all client interactions, leads, and progress reports in the CRM system.

Job Type: Full time

Pay: ₹18,000.00 - ₹22,000.00 per month

Work Location: In person

📌 Investment Relationship Manager (Mumbai City)
🏢 Lakshmishree Investment & Securities
📍 Mumbai City

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