Relationship Manager

Triventure Advisory Pvt Ltd

RELATIONSHIP MANAGER JD

Role and Responsibilities:

1) Acquiring new clients for opening Demat & Trading accounts through networking, data base, references and generate the margin in the same.

2) End to end customer relationship management.

3) Meeting prospect clients as well as present clients for developing and maintaining relationships.

4)Selling all kinds of Financial Products such as Mutual Fund, SIP, Insurance, Loan, AIF, PMS, AG, Currency, Commodity, Options etc.

5) Have a customer centric approach and ensure that customers are serviced well.

6) Ensure that the customer actively trades after opening the account.

7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

8) Keep track of evolving financial markets and government policies which impact approach and strategies.

Qualifications and Experience:

9) Graduation/Post Graduation in any stream.

10) 4 plus years of hard core experience in Sales profile for Advisory product.

Note: - It's a Sales profile Including Field Work.

Experience: 3 to 15 Years.

Salary :- No Bar For Right Candidate.

Working days : Monday to Friday.

Working Hours : 9am to 5pm.

Location : BKC.

• Experience

  3 - 9 Years

• No. of Openings

  40

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office