Job Description

Designation: Relationship Manager

Role: Privilege Sales

Industry: Financial Services / Broking

Academic Qualification: Graduate.

Reporting to: Branch Manager

Team Management: NA

Work experience : Min 1 -4 years’ experience in Broking / Banking / Insurance


CTC - Up to 6 Lac + Incentive


Key Job Responsibilities -

  1. Acquire quality clients through networking, database, market intelligence, and references from existing clients.
  2. Generate Cross Sell revenue through Financial Planning.
  3. Promote Focus Product of the month
  4. Maintain records of business on internal software.
  5. Induct new clients to the Central Dealing Desk for smooth interaction and services.
  6. Liaison with Central Dealing Desk for revenue generation and query resolut...

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