Relationship Manager (banking & Financial Services)
Job Description
Job description
• Expertise in handling clients and investments such as Bond and stock investment.
• Good at sales by convincing clients to make them opt for either Bond or equity products.
• Strengthening existing client relationships by enhancing engagement.
• Selling Broking Accounts:
• Offering broking services, including Demat and trading accounts.
• Understanding Customer Needs:
• Identifying the financial needs of customers.
• Assessing their risk appetite and preferences.
• Providing Investment Options:
• Offering a range of investment options tailored to customer preferences.
• Cross-Selling Financial Products:
• Promoting additional financial products such as mutual funds, insurance, bonds, etc.
Phone No: Rajalakshmi - 9150087334.
Job Types: Full-time, Permanent
Pay: ?15,000.00 - ?45,000.00 per month
Benefits:
• Health insurance
• Paid sick time
• Provident Fund
Schedule:
• Day shift
Supplemental pay types:
• Performance bonus
Education:
• Master's (Preferred)
Experience:
• Finance: 1 year (Preferred)
• total work: 1 year (Preferred)
Work Location: In person
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Job Detail
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Job IdJD3401981
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationTN, IN, India
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EducationNot mentioned
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ExperienceYear