Female - Relationship Manager - Indore Bypass Road Bhopal

Invenzee Buildcap Fintech Pvt Ltd

Develop and implement strategies to acquire new clients through

outbound calls and other lead generation activities.

 Build rapport and trust with potential clients by understanding

their financial goals and risk tolerance.

 Clearly explain the benefits of investing in the stock market, mutual

funds, loans, insurance, and credit cards.

 Present various investment options, including equities, mutual

funds, and PMS, tailored to meet client needs.

 Guide clients through the account opening process, ensuring a

smooth on boarding experience.

 Maintain regular communication with clients, providing ongoing

support and addressing their queries.

 Monitor client accounts and recommend suitable investment

strategies for long-term growth.

 Achieve individual and team targets for new account openings and

trading activit

• Experience

  0 - 1 Years

• No. of Openings

  5

• Education

  Higher Secondary

• Role

  Relationship Manager

• Industry Type

  Accounting / Finance

• Gender

  Female

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  324-A 3rd floor Orbit mall Vijay Nagar