JD & responsibilities
Relationship manager:
• Acquisition of online trading accounts as core business.
• Acquisition of equity, currency & demat accounts.
• Providing advisory services to clients regarding financial products.
• Maintaining relationships with the associates and clients.
• Recognize potential customers, creating business from the old accounts and reaching profitability level and sales growth
• Responsible for activities regarding sales, marketing, customer acquisition, customer relationship management, & maximizing revenue.
• Cross selling of financial products, like Life insurance, mutual funds.
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