Bonanza Portfolio Limited jobs - Relationship Manager

Relationship Manager

Job description:

·         New client acquisition, building new relationships and increasing depth in existing relationships with clients.

·         Selling online broking accounts- Demat account, trading account.

·         Identifying customer needs, assessing their appetite and providing them investment options.

·         Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.

·         Achieving targets as assigned by the organisation on a monthly basis.

·         Migrating offline clients to do online trading.

·         Regular updates to the immediate superior as a when required.

Qualification:

·         Graduate

Experience:

·         2-5 Years

Key Skills:

·         Good communication skills

·         Strong analytical skills

·         Customer orientation

Functional Area:

·         Sales