Relationship Manager @ Anand Rathi Financial

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Relationship Manager

Anand Rathi Financial
1 Positions
Surat
7 months ago
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Job Description

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.
Ensure compliance as per various regulator and organization guidelines.
Maintain the brand image of the organization.

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager

Contact Details:

Company: Anand Rathi Financial
Location(s): Surat

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Keyskills: demat revenue generation mutual funds client acquisition cross selling

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Your name (*)

Email (*)

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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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Anand Rathi Financial

Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at ...

Relationship Manager @ Anand Rathi Financial

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