Relationship Manager @ tation Enterprise Llp

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Relationship Manager

tation Enterprise Llp
11 Positions
Ahmedabad
1 day ago
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Job Description

Job Description

1. New Client Acquisition: Identify and onboard new clients to expand the customer base
and strengthen relationships.
2. Cross-Selling: Promote and cross-sell a wide range of third-party investment products
including Insurance, Mutual Funds, PMS, SIPS, TGS, AIFS, Bonds, Unlisted Shares, IAP, and
other financial services.
3. Revenue Generation: Drive revenue growth by effectively managing sourced accounts and
maximizing income across all product categories.
5. Client Engagement: Conduct regular client meetings to understand financial needs,
provide suitable investment solutions, and ensure long-term relationship building.

Qualifications & Experience

1. Educational Qualifications: Minimum Graduation
2. Experience: Minimum 2 year of experience in NBFC & BFSI Industry
3. Domain Knowledge: Equity Market

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Securities Trading
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager

Contact Details:

Company: tation Enterprise Llp
Location(s): Ahmedabad

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Keyskills: hni sales capital market portfolio management banking sales hni client handling wealth management broking

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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.

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