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Client Relationship Manager / Relationship manager

3 years ago   Marketing & Communication   Ahmedabad   478 views Reference: 7592
Job Details
  • Roles and Responsibilities

HNI client acquisition for the services of Portfolio Management.

Dedicated client base is must to operate and acquire business.

In-depth knowledge of Equity and derivative markets.

Acquiring and retaining new clients and HNIs.

Achieve targets on a monthly basis

Opportunity to earn 2-3x base salary

Job Description

Handle customer service requirements like account opening, DEMAT account opening, Life Insurance, Home Loans , liability product selling, liability on product feature.

Speed and efficiency of service given

Going beyond the professional need of the customer by providing other products. Enhancement of customer value

Cross-selling

Back-up to relationship managers holding HNI relationship

Customer acquisition through referrals

Desired Candidate Profile

Fresher / Experienced both can apply

Candidates from Ahmedabad location will be Preferred.

Candidate from similar background will be preferred.

Perks and Benefits

Incentives & Allowances .

Contact - Kiran - HR - Mobile number given below

This is a walk-in to proceed further contact HR at the venue on date and time mentioned.

Please contact the HR on the mobile number mentioned below.

Company Description
We would like to introduce us as Financial service provider. We also recruit people overseas, We offer end to end finance and Recruiting solutions to our clients.