Profile - Relationship Manager Sales
Job Location - All India( Work from Home), Delhi Chandigarh Indore Lucknow Ludhiana
Managing End to End processing of Individual and Non-Individual Account Opening (Broking, Demat )
Proactively coordinating with RM / CSOs for resolving discrepancies in Account Opening.
Maintaining detailed Excel for Account Opening
Managing Inventory for Account Opening Data
Other Account Opening Related Activities
Meeting clients for completing account opening formalities
Maintaining the relationship with the customers.
Retention of customers
Give high priority service to the customers as per the company processes
Advise clients on a range of products viz. Mutual Funds, PMS in Demat, trading account and MFs, SIP, Commodity and currency and all the products promoted by the company
To ensure to reach the revenue target. Acquiring new and prospective
customers Understanding the requirements of the prospect