Relationship Manager

CapitalVia FinTech Private Limited

Job description

Roles and Responsibilities :

New client acquisition for Trading and Demat account

Revenue generation through brokerage

Cross selling of investment products, Equity and Advance brokerage product (as per clients needs)

Maintaining client relationship

Remain update about the latest investment products and market trend

To guide the client about the suitable investment / trading products as per clients profile

To ensure the achievement of Acquisition Targets of HNI clients, Retail clients.

Qualifications :

Any Graduate/Any Postgraduate

Age not more than 35 Years

Work from Office

Skills :

Should have depth knowledge of all financial products

Should be target oriented

Should have good communication, presentation and interpersonal skills

Should have good telemarketing skills

Should be self-initiative

Remain updated about the present market scenario and financial market products and trends

Should have the zeal to help clients in achieving their financial goals

• Experience

  1 - 3 Years

• No. of Openings

  20

• 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