497-05   – *Job Title: Relationship Manager – Financial Services – Mumbai*

1. Find and convert clients that are interested in opening stock trading accounts through direct sales (face to face), cold calling, networking, your own data/sources, and references.

2. If you are experienced in this industry, you will have to display a productive strategy for sourcing and converting from your old/existing client base, or by acquiring data of existing investors in the market and meeting and convincing them to avail our service.

3. Managing your converted clients on a day to day basis.

4. Find and add new prospects on a regular basis, and to convert them into clients within reasonable time

5. Have a customer-first approach and ensure that the customer is serviced well.

6. Ensure that the customer trades actively after opening of the trading account.

7. To understand customer’s financial goals, and advise them on how we can fulfill those needs.

8. Interact with clients to update them on research calls and advise them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy.

9. Build a pipeline of clients and prospects that continue to increase revenue and assets under management month by month.

10. •Cross selling products are mutual fund and health insurance

Key Skills: Key Skills: Decent Communication Skills, Presentable & Confident Should have relationship building & networking capabilities

Mandatory: should have 1 – 2 years of Experience in Demat Account Opening. Good communication skills

Industry: Broking   Gender: Male preferred

SALARY: 3-4 LAKHS 

Experience: 1 to 2 years

Job Location: Ghatkopar/Dadar – Mumbai

No Of Openings: 7

Working Days: 6 days (2nd and 4th Saturday off)

Qualification: Graduate

Any references Plz message 9730779300 /  8766594885 / 9820597057 ultimatehr27@gmail.com