Relationship Manager (Offline Sales) - Finance Equity Background

Prime Star HR

1. Develop and implement strategic plans to drive offline sales and achieve sales targets.

2. Identify potential clients and build a strong pipeline through networking, referrals, and

cold calling.

3. Conduct in-depth research and analysis of clients' investment needs, financial goals, and

risk tolerance.

4. Present our research reports, investment recommendations, and services to clients in a

clear and compelling manner.

5. Provide personalized investment advice and guidance to clients based on their individual

financial objectives and market conditions.

6. Build and maintain long-term relationships with clients to ensure satisfaction, retention,

and loyalty.

7. Stay updated on market trends, economic developments, and regulatory changes to

provide timely and relevant insights to clients.

8. Collaborate with internal teams, including research analysts and marketing, to develop

customized solutions and enhance client experience.

9. Monitor clients' portfolios and investment performance, and proactively address any

issues or concerns.

10. Keep accurate records of client interactions, sales activities, and revenue generation

using CRM software.

• Experience

  1 - 5 Years

• No. of Openings

  8

• Education

  Diploma, Any Bachelor Degree, Professional Degree

• Role

  Relationship Manager

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office