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31/05 Pallavi Kulkarni
HR at Alpine Placement Consultant

Views:36 Applications:7 Rec. Actions:Recruiter Actions:0

Relationship Officer - Sales - Bank (1-8 yrs)

Pune Job Code: 275607

Post :Relationship Officer

- Communicating trading calls and investing ideas to customers.

- Achieve the given target of brokerage generation and cross selling

- Maintaining regular relations with clients.

- Should have a sound understanding of equity/currency/commodity market.

- Should possess strong networking & relationship-building skills.

- Acquisition of Demat / Trading account (Offline & Online).

- Up Selling third party products & wealth products - LI, HI, MF , PMS & AIF.

- Generating Leads by cold calling on Database & initiating open market sales activities.

- Achieving monthly targets & minimum margin amount target.

- Relationship Management with existing customers & Conduct lead generation activities.

- Building relationship with corporate and SME for conducting sales / customer acquisition activities.

- Generating Leads by cold calling on Database & initiating open market sales activities.

- Documenting records of all mapped customers portfolio & client visitors.

- Achieving growth and hitting sales targets by successfully managing the sales team.

- End to End Customer relationship management.

- Designing & implementing a Strategic Sales plans that expands company's customer base.

- Safeguarding all systems are working fine and as per compliance.

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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