Relationship Manager @ Rajat Intermediary

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Relationship Manager

Rajat Intermediary
30 Positions
Patna
9 months ago
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Job Description

Analyze clients' financial situations, risk tolerance, and investment preferences to create customized investment portfolios.

Monitor and review client portfolios regularly, making recommendations for adjustments based on market conditions and client goals.

Actively identify and pursue new business opportunities to expand the client base.

By forming a team of sales force, Client and sub- broker base.

Collaborate with internal teams to cross-sell and upsell various financial products.

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Customer Care Executive
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager

Contact Details:

Company: Rajat Intermediary
Location(s): Patna

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Rajat Intermediary

Build and nurture strong relationships with clients through regular communication and engagement. Understand clients' financial objectives and provide appropriate investment advice and solutions. Act as a primary point of contact for clients, addressing their queries and concerns promptly.

Relationship Manager @ Rajat Intermediary

Home > Customer Care Executive