Relationship Manager- Sales B2C
Angel Broking Ltd
31d ago

Job Description :

Acquisition of De-mat / Trading account from open market

Achieving monthly targets.

Achieving minimum margin amount target.

Conduct lead generation activities for sales penetration.

Meeting clients and pitching cross sales & wealth products.

Wealth products include Life insurance, General insurance & fixed deposits, Mutual Funds etc

Generate Equity Business and maintain strong client relationship

Experience Range : 1 - 5 years

Educational Qualifications : Any graduation, Any PG

Job Responsibilities :

The relationship manager will be responsible for acquiring preferred clients (HNI / Ultra HNI).

Maintaining client relationships and generate AUM from preferred clients.

Track the HNI / Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.

To conduct and assist in organizing seminars, workshops and other business development activities.

Skills Required :

convincing skill,communication skill,new lead generation skill

Candidate Attributes :

An analytical mind with problem-solving skills.

Excellent organizational and multitasking abilities.

A team player with leadership skills.

Knowledge of MF & Wealth Management Instruments would be added advantage.

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