Relationship Manager- Demat Accounts
Relationship Manager- Demat Accounts30
Applications
30
Applications
About the Job
Skills
The mentioned Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning
Location: Biowonder, Eastern Metropolitan Bypass Rd (Near Ruby Hospital)
Primary Job Responsibilities
✓ It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
✓ He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
✓ Promote Focus Product of the month
✓ Maintain records of business on internal software CRM etc.
✓ Should be able to acquire demat clients and able to sell MF, Insurance, PMS, Structure Products
About the company
Industry
Consulting Services
Company Size
10 -15 Employees
Headquarter
Mumbai
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