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Relationship Manager

Bonanza Portfolio Ltd.

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.

Preferred Qualification:

  • Graduate

Preferred Experience:

  • 2-5 years

Key Skills:

  • Good communication skills
  • Strong analytical skills
  • Customer orientation

Functional Area:

  • Sales

Job Location:

  • Mumbai, Indore, Bangalore, Delhi, Gurgaon, Chennai.

Apply

Vacancy posted 1 day ago
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