Relationship Manager - BFSI

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.