Relationship Manager

52

Applications

Ahmedabad
Full-Time
Mid-Level: 4 to 6 years
Posted on Mar 25 2023

About the Job

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

About the company

Wealthstreet is one-stop solution for all your financial requirements. At Wealthstreet, We firmly believe that smart financial planning today is the key to brighter, profitable and tension free tomorrow. We are passionate and committed to cater to all your investment needs regarding Equity, Mutual Funds, Fixed Income & Structured Products. At Wealthstreet, we aspire your growth, because we bel ...Show More

Industry

Financial Services

Company Size

51-200 Employees

Headquarter

Ahmedabad

Other open jobs from Wealthstreet Financial Services Pvt. Ltd.