Relationship Manager - Mutual Fund
Market - Hub stock broking pvt.ltd

Key Skills

Sales Advisor Relationship Manager Customer Relationship Customer Care Client Relationship Management Customer Service Customer Support

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Job Description

1. Acquire quality clients through networking, database, market intelligence and references from existing clients.

2. Generate Cross Sell revenue through Financial Planning.

3. Promote Focus Product of the month.

4. Maintain records of business on internal software.

5. Induct new clients to the Central Dealing Desk for smooth interaction and services.

6. Liaison with Central Dealing Desk for revenue generation and query resolution.

7. Conduct activities for Client Acquisition and Financial Planning.

8. Ensure compliance as per various regulator and organization guidelines.

9. Maintain the brand image of the organization.

10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.

  • Experience

    2 - 4 Years

  • No. of Openings

    1

  • Education

    Any Bachelor Degree

  • Role

    Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    Male

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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About Market - Hub stock broking pvt.ltd

We are providing the services like Stock Broking, Advisory service, Mutual Fund, and Primary Market activity like, IPO, OFS, NCDs, and Bonds.
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