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 -

  • Acquire quality clients through networking, database, market intelligence, and references from existing clients.
  • Generate Cross Sell revenue through Financial Planning.
  • Promote Focus Product of the month
  • Maintain records of business on internal software.
  • Induct new clients to the Central Dealing Desk for smooth interaction and services.
  • Liaison with Central Dealing Desk for revenue generation and query resolution.
  • Conduct activities for Client Acquisition and Financial Planning.
  • Ensu...

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