Relationship Manager

1) Cold-Calling to Prospective Potential Clients to inform them about firm “Product & Services” on offer

2) Risk-Profiling & Questionnaire of Clients

3) Sell Financial Services to Prospective Clients as per there requirements & eligibility

4) Complete the required SEBI formalities with the clients (Client Agreement/ KYC, etc)

5) Achieve there financial goals & targets

6) Regular Learning & updating onself about Firm Products & Services & Sharping skills & knowledge base

7) Disciplined & following Strict Compliance & Regulations of firm and authorities (Recording & Data Management)

• Experience

  0 - 1 Years

• No. of Openings

  10

• Education

  Diploma

• Role

  Relationship Manager

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office