Entrepreneur at Talent Quest Centre
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Relationship Manager - Equity Sales - Broking Firm (2-6 yrs)
A financial powerhouse that has developed into one of the largest financial services and broking house in India within a short span of time. The Company has spread its trustworthy expertise all over the country with pan-India presence across more than 1600+ outlets spread across 500+ cities.
The Company has the vacancy of Relationship Manager for its Bengaluru location.
Responsibilities and Duties :
- Retails & HNI client acquisition & maintaining client relationship.
- Focus on business development across all products to sustain and achieve growth in relationship value, revenues & improved customer loyalty.
- Achievement of product-wise targets across all products.
- Formulate outbound and inbound sales plan to acquire new Retails & HNI customers for increasing customer base of the portfolio.
- Ensuring regular availability of Research material and inputs to the client.
- Conduct risk profiling of all mapped clients and provide the financial solution on their investment needs.
- Follow sales process and input of daily activity in CRM systems.
- Regular contact with all mapped clients through weekly / monthly calls.
- Resolution of queries of all mapped clients within TAT specified.
- Ensure compliance through regular process checks and self-audit scores.
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