Relationship Manager (Gorakhpur)

Job Description

Job description

• New client acquisition, building new relationships and increasing depth in existing relationships with clients.
• Selling online broking accounts- Demat account, trading account.
• Identifying customer needs, assessing their appetite and providing them investment options.
• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
• Achieving targets as assigned by the organisation on a monthly basis.
• Migrating offline clients to do online trading.
• Regular updates to the immediate superior as a when required.

Qualification

• Graduate

Experience

• 2-5 Years

Key Skills

• Good communication skills
• Strong analytical skills
• Customer orientation