Role & responsibilities
Acquire recent clients through self-generated leads, references, and open-market activities.
Sell and promote Mutual Funds, SIPs, Demat accounts, equity/broking and other investment products.
Manage and strengthen relationships with existing clients.
Understand client financial goals and recommend suitable investment solutions.
Generate leads through calling, references, networking, and field activities.
Achieve monthly sales, revenue, and client acquisition targets.
Drive cross-selling and upselling of investment and financial products.
Maintain regular follow-ups with prospects and convert leads into active clients.
Provide after-sales service and maintain long-term client relationships.
📌 Relationship Manager Ahmedabad
🏢 Credicus Business Services
📍 Ahmedabad
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