Relationship Manager Wealth Management

Indira Securities Pvt Ltd

About Indira Securities Private Limited:

The Indira Group was founded in 1987, and since then it has set a benchmark for quality services and a very special personal touch. It has reached out deep into the souls of the investment class. Charging optimum brokerage, providing the best quality services, transparency in customer accounts and personalized advice from our expert research team are the distinct features which have made us trustworthy and have won thousands of hearts.

We are urgently looking for a full time experienced Relationship Manager at our Local Office- Indore (Madhya Pradesh). The Job responsibilities include:

ge key customer relationships through regular contacts and visits by ensuring the effective call program is maintained on all assigned and prospect customers.

2. Maintain high professional standards and strive to provide quality services and competitive pricing to clients.

3. Cultivate good rapport with corporate clients and ensure, the Indira becomes the choice for their all kind of Investment.

4. Continuously identify and exploit cross selling opportunities that embed Indira and its products with customer needs.

5. Establish quality profit earning customer relationship within the target market.

6. Ensure compliance to Know Your Customer (KYC) and Anti Money laundering (AML) requirements in all dealings with existing and potential customers.

7. Develops new and expands existing High Net worth Customer relationships in al segments.

8. Plans and conducts special sales initiatives and events for prospective and existing clients.

9. Researching the latest products and regulations.

10. Looking for new sales opportunities.

11. Plenty of drive, initiative and motivation.

12. Knowledge Enhancement, Good mathematical and computer skills.

13. Customer wise Annual Profit Analysis.

• Experience

  2 - 4 Years

• No. of Openings

  2

• Education

  Any Bachelor Degree, B.Com, B.Sc, M.B.A/PGDM, M.Com, M.Sc

• 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