Relationship Manager

Job opening at Indore

Location

Indore

Address

Indore

Employment

Full Time

Qualification

Any Graduate

Payment

50000 to 400000

Date Posted

2024 Dec,03

HR

Prakhya Yadav

Contact

prakhyawhiteforce@gmail.com

Mobile

9303791656


Job description




Position; Relationship Manager Cross Sales

Location-Indore


Salary;Good Hike in current CTC

• ✓ Managing Portfolio of ongoing clientsranging from Retail to HNI and NRI with portfolio Evolution for future goals

✓Handling Trading, Demat account and Business diversification includes activation of existing inactive customers by creating needs of various financial
avenues and cross selling other products (i.e., MF/Tax planning/FD/Bonds/LI/GI) as per customer requirements.

✓ Building positive relation with clients and promote high quality service and sales process.

✓ Updating the MIS and preparing necessary report.

✓ Handling escalation and provide solution to customer with defined TAT.

✓ Co-ordinating with the various department to solve customer’s query.

✓ Meeting the target that are set in various products which help in to achieve organization goal


Best Regards


Uday Kachhi


9329931732


Job requirements

  • Experience: 1 to 5 Year.
  • Education : Any Graduate
  • Specilization : any...
  • Skills :
    1 sales
    2 broking
    3 communication
    4 teamleading
  • Industry Type : Banking / Financial Services / Broking
  • Status : Not Disclose.

Company Name : Bonanza Portfolio Ltd

Website

About Company

A financial powerhouse! That’s what Bonanza is for you! Established in the year 1994, Bonanza developed Read more