Acme Services Private Limited
10 months ago
Relationship Manager
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Company information
- Company
- Acme Services Private Limited
- Location
- India, Madhya Pradesh, Ashoknagar, Esagarh India
- Posted
- 10 months ago
Job description
Job Description:
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New client acquisition, building new relationships and increasing depth in existing relationships with clients.
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Selling online broking accounts- Demat account, trading account.
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Identifying customer needs, assessing their appetite and providing them investment options.
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Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
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Achieving targets as assigned by the organisation on a monthly basis.
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Migrating offline clients to do online trading.
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Regular updates to the immediate superior as a when required.
Required skills
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