Relationship Manager
Relationship Manager103
Applications
103
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
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 believe in making your dreams come true. DISCLAIMER:Content which are exclusively for non-broking products/services e.g., Mutual Fund, MF-SIP, Research reports, Insurance, NCDs, PMS, Global Investing etc. are not Exchange traded products and Wealthstreet Advisors Private Limited or its group companies are just a distributor. We have not obtained registration from SEBI or any other Regulatory authority for other than broking products/services, if any disputes arise with respect to the distribution activity, would not have access to any Stock Exchanges Investor Redressal Forum or Arbitration mechanism. ...Show Less
Industry
Financial Services
Company Size
51-200 Employees
Headquarter
Ahmedabad
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