- Acquire recent clients and generate revenue through retail broking and wealth products.
- Manage and enhance relationships with existing clients to increase business share.
- Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
- Achieve monthly and quarterly sales targets as assigned.
- Maintain high levels of client satisfaction through prompt service and query resolution.
📌 Relationship Manager (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad
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