Relationship Manager

Finance

Cochin, Kerala, India

June 27, 2024

₹350000 - ₹450000 / year

Full Time

Application deadline closed.

Job Description

As a top provider of financial services, we are dedicated to offering our clients cutting-edge solutions to enable them to reach their financial objectives. We seek a committed Relationship Manager to join our vibrant team in Coimbatore. We take great pleasure in our customer-centric approach.

Roles and Responsibilities::

Actively seek out and bring on new customers to grow our clientele.
To comprehend customer needs, perform comprehensive financial needs assessments.
Market and sell various financial goods, such as mutual funds, stocks, shares, bonds, and Demat accounts.
Create and preserve enduring bonds with customers by offering first-rate assistance and service.
Provide customers with updates on investment opportunities and market developments.
Meet and surpass performance metrics and sales goals.
Work together with internal teams to guarantee client satisfaction and smooth service delivery.

Qualifications:

A bachelor’s degree in business, finance, or a similar discipline.
At least one year of experience in securities, broking, or banking.
A track record of exceeding sales goals.
Solid understanding of financial instruments, such as mutual funds, shares, bonds, equities, and Demat accounts.

Restitution: