Relationship Manager

Job opening at Indore

Location

Indore

Address

Indore

Employment

Full Time

Qualification

Any Graduate

Payment

50000 to 400000

Date Posted

2024 Dec,19

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


PRANJAL PATEL




9201975263


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