15 Oct
|
Bonanza Portfolio
|
Mumbai
15 Oct
Bonanza Portfolio
Mumbai
Job highlights
- . Graduate . 2-5 years . Good communication skills . Robust analytical skills .
- Regular updates to the immediate superior as a when required
- Recent client acquisition, building new relationships and increasing depth in existing relationships with clients.
- Selling online broking accounts- Demat account, trading account.
- Identifying customer needs, assessing their appetite and providing them investment options.
- Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
- Achieving targets as assigned by the organisation on a monthly basis.
- Migrating offline clients to do online trading.
- Regular updates to the immediate superior as a when required.
- Graduate
- 2-5 years
- Good communication skills
- Strong analytical skills
- Customer orientation
📌 Relationship Manager (Mumbai)
🏢 Bonanza Portfolio
📍 Mumbai