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29/03 Pallavi Sharma
HR Intern at Jobsfinity

Views:8 Applications:5 Rec. Actions:Recruiter Actions:0

Digital Relationship Manager - Investment (0-2 yrs)

Bangalore Job Code: 265041

Job Description- Digital Relationship Manager

Designation- Digital Relationship Manager

Qualification- Minimum Bachelor's degree.

- Preference would be accorded to BFM, BBI, BAF, BMS

- NISM Capital Market/Insurance/MF modules (Desirable)

Key Requirements :

- Proficient in MS office

- Fluent in both verbal and written communications.

- Basic understanding of capital markets business

Roles and Responsibilities:

1. Single point of contact for HNI relationships virtually

2. Assist customers to transact digitally

3. Outbound/Inbound calls to reach to the mapped customer base on daily basis.

4. Strive to achieve business targets as per assigned portfolio

5. Cross sell/Upsell to increase product penetration

6. Customer on boarding and activation

7. Proactive retention of customers

8. Interact with clients on research calls, advisory to keep Clients active & increase revenue

9. Converting and generating revenue from dormant customers.

10. Resolving Customer Query.

Who can apply :

1. Candidates looking forward to make their career in Capital Market.

2. Local Candidates are preferred

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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