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Relationship Manager @ reputed financial

Home > Retail & B2C Sales

 Relationship Manager

Job Description

Greetings!!!


We have an opening with the reputed financial company.

Role & responsibilities

  • Sourcing customers for Mutual funds, FDs and Bonds within the assigned region.
  • Cross Sell and Up Sell existing set of mapped customers.
  • Create gateway for corporate investments
  • Increasing overall Mutual Fund AUM and All Fixed Deposit.
  • Add new customers in MFIS channel
  • Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication.
  • Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted.
  • Daily Sales meetings, Telephonic Calls, DSR , Customer Servicing etc .
  • Achieving Revenue targets month on month.

Interested candidates can share your cv to jo*y@to***************s.com

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Branch Sales Manager (B2C)
Employement Type: Full time

Contact Details:

Company: reputed financial
Location(s): Pune

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Keyskills:   Cross Selling B2C Sales Mutual Funds Banca Sales MF FD

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₹ Not Disclosed

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reputed financial

reputed financial service providing company