Relationship Manager Sales / PRM Sales
Job Description:
As part of this role you are responsible for acquiring customers, identifying customer needs,
assessing their risk appetite and providing them investment solutions through financial planning.
ï‚· Job Description :
o Responsible for New HNI Client Acquisition of trading accounts.
o Acquisition of De-mat / Trading account from open market and leads.
o Achieving minimum margin amount target and monthly target.
o Conduct lead generation activities for sales penetration.
o Meeting clients and pitching cross sales & wealth products.
o Wealth products include Life insurance, Health insurance & Motor Insurance, Mutual
Funds etc.
o Generate Equity Business and maintain strong client relationship.
o Tapping New Business Avenues and maintaining their Portfolio.
Key Skills :
Company Profile
Company with it’s presence across 350 branches and 1200 business partners offers equity --- services and depository participant services to more than half a million clients, using both offline and online platforms. --- Commodities ---. on the other hand operates from over 600 locations across India providing commodity trading services to over 100,000 clients. group company, was founded in 2001 as a private non-banking financial institution. In 2002, Compant received registration as ‘Portfolio Manager’ from Securities and Exchange Board of India (SEBI).
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.