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Relationship Manager @ Bonanza Portfolio

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 Relationship Manager

Job Description

Relationship Manager


Job description:

  • New client acquisition, building new relationships and increasing depth in existing relationships with clients.
  • Selling online broking accounts- Demat account, trading account.
  • Identifying customer needs, assessing their appetite and providing them investment options.
  • Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
  • Achieving targets as assigned by the organisation on a monthly basis.
  • Migrating offline clients to do online trading.
  • Regular updates to the immediate superior as a when required.

Qualification:

  • Graduate

Experience:

  • 2-5 Years

Key Skills:

  • Good communication skills
  • Strong analytical skills
  • Customer orientation

Functional Area:

  • Sales

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: General Insurance
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: Bonanza Portfolio
Location(s): Patna

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Keyskills:   New Client Acquisition Demat Account Selling Bonds Insurance Sales Mutual Funds Sales Trading Account

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Bonanza Portfolio

BONANZA PORTFOLIO LTD.