Job highlights

- Experience in KYC compliance, trading platforms, lead management, and client acquisition
- Acquire and retain clients, maintain lead records, ensure KYC compliance, onboard clients on trading applications, cross-sell financial products, and uphold brand image

Acquire quality clients through networking, database, market intelligence and references from existing clients. Conduct various activities for client acquisition and retention

Maintain records of business on lead management system To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented

Induct current clients to operate applications related to trading.

Ensure compliance as per various regulator and organization guidelines.

Maintain the brand image of the organization.

Cross sell other financial products offered by the company.

Mandatory Key Skills kyc,trading,lead management,retention,sales,business development,marketing,sales management,direct sales,corporate sales,client relationship management,market intelligence*,relationship management*,client acquisition*,financial products*,acquisition*

📌 Relationship Manager (Pune)
🏢 Shashwath Solution
📍 Pune