Relationship Manager- Demat Accounts Job

The mentioned Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning

Location: Biowonder, Eastern Metropolitan Bypass Rd (Near Ruby Hospital)

Primary Job Responsibilities
It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
Promote Focus Product of the month
Maintain records of business on internal software CRM etc.
Should be able to acquire demat clients and able to sell MF, Insurance, PMS, Structure Products

Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.