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03/01 Jyotsna
CPO at

Views:100 Applications:12 Rec. Actions:Recruiter Actions:0

Relationship Manager - Sales - Financial Institution/Broking Firm (4-12 yrs)

Cochin/Kochi Job Code: 58467

Relationship Manager with a leading financial institution/broking firm


- Sourcing NRI customers & thereby generating fee based income


- Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers

- Individually acquire and nurture relationships of the client through wealth products

- Generate new business to achieve defined sales targets


- Have complete knowledge of the customer base in terms of the profile, demographics & psychographic and assets in the Bank and in other places


- Achieve the Targets set in terms of product mix

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals

- Ensure compliance with these RBI/FEMA/ SEBI policies and procedures on NRI investment.


- Ensure compliance with these RBI/FEMA/ SEBI policies and procedures on NRI investment.

- Responsible for generation of revenues through sale of Demat and broking and Third Party Products like PMS, AIF and Mutual Funds.

- Acquisition of NRI clients.


- Maintain Relationship with NRI clients and raising funds in Capital Market and Banking Sector.

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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