- Conduct daily sales calling with prospective recent clients and identify their needs.
- Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM and AUA for the branch.
- Achieve financial goals of the clients through various product line.
- Update and cross - sell products to existing clients and update them about the primary and secondary markettrends.
- Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.
📌 Senior Relationship Manager (Thane)
🏢 Bajaj Capital
📍 Thane
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