Search by job, company or skills

Wealthstreet Financial Services Pvt. Ltd.

Relationship Manager

Early Applicant
  • 3 days ago
  • Be among the first 50 applicants

Job Description

Skills:
Project Management, Customer Relationship Management (CRM), Proposition, Interpersonal Skills,

Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency.

Responsible for sales of other wealth Products like like: Mutual Funds, PMS & AIF.

Responsible for generating revenue from Third party product like Insurance, Bonds, FDs.

Responsible for generating revenue from Third party product like Insurance, Bonds, FDs.

Will need to be constantly updated with the market knowledge.

Ensure all the activities are in adherence as per compliance.

Responsibilities

  • Dialogue with our clients to understand their business objectives and challenges
  • Analyze clients data and provide strategic recommendations to clients
  • Present value-proposition to sales leads and current customers
  • Prospect for new sales leads and close sales

Qualifications

  • 3-5years of client relationship experience
  • gradudte/BBA/MBA

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Date Posted: 27/11/2024

Job ID: 101597827

Report Job

Hi , want to stand out? Get your resume crafted by experts.

Similar Jobs

HNI Relationship Manager

Anand Rathi Share And Stock Brokers LimitedCompany Name Confidential

Relationship Manager Mutual Fund

NUVAMA WEALTH AND INVESTMENT LTDCompany Name Confidential
Last Updated: 27-11-2024 07:47:30 PM
Home Jobs in Ahmedabad Relationship Manager