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Opening for Relationship Manager @ softcopy solution

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 Opening for Relationship Manager

Job Description

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 

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Equity Research
Functional Area: Not Applicable
Role/Responsibilies: Opening for Relationship Manager

Contact Details:

Company: softcopy solution
Location(s): Multi-City, India

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₹ 1.0 - 3.5 Lakh/Yr

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softcopy solution

https://www.sbilife.co.in