Relationship Manager @ Bonanza Portfolio

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Relationship Manager

Bonanza Portfolio
2 - 5 years
Patna
9 months ago
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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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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

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Bonanza Portfolio

BONANZA PORTFOLIO LTD.

Relationship Manager @ Bonanza Portfolio

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