Relationship Manager / Senior Relationship Manager

DESIGNATION

Relationship Manager / Senior Relationship Manager

EXPERIENCE

3 years experience in sales of financial products.

LOCATION

New Delhi

Job Description:

  • Accountable for acquisition of High networth clients.
  • Responsible for identifying customer requirements and assessing their risk appetite.
  • Responsible for activation of trading account of clients, assisting clients in the equity market on daily basis.
  • Responsible for cross selling products like Loans, Mutual funds, PMS etc to the existing set of customers.
  • Building new relationships and maintaining existing relationships.
  • Responsible for achieving monthly targets as assigned by your immediate superior.
  • Provide regular updates to the immediate superior

Accounts Officer

Desired Candidate Profile
  • Candidate should be a CA or CA Inter.
  • Should have good communications skills.
  • Should have sound knowledge of the existing accounting system.
  • Willingness and ability to learn various other accounting packages.