Female - Relationship Manager - Indore Bypass Road Bhopal

Develop and implement strategies to acquire new clients through

outbound calls and other lead generation activities.

ï‚· Build rapport and trust with potential clients by understanding

their financial goals and risk tolerance.

ï‚· Clearly explain the benefits of investing in the stock market, mutual

funds, loans, insurance, and credit cards.

ï‚· Present various investment options, including equities, mutual

funds, and PMS, tailored to meet client needs.

ï‚· Guide clients through the account opening process, ensuring a

smooth on boarding experience.

ï‚· Maintain regular communication with clients, providing ongoing

support and addressing their queries.

ï‚· Monitor client accounts and recommend suitable investment

strategies for long-term growth.

ï‚· Achieve individual and team targets for new account openings and

trading activit

• Experience

  0 - 1 Years

• No. of Openings

  5

• Education

  12th Pass

• Role

  Relationship Manager

• Industry Type

  Accounting / Finance

• Gender

  Female

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  324-A 3rd floor Orbit mall Vijay Nagar