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Relationship Manager @ AICS Consultancy

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 Relationship Manager

Job Description

Designation- Digital Relationship Manager

Qualification- Minimum Bachelor's degree. 
Preference would be accorded to BFM, BBI, BAF, BMS
NISM Capital Market/Insurance/MF modules (Desirable)

Key Requirements:              
Proficient in MS office
Fluent in both verbal and written communications. 
Basic understanding of capital markets business
                                                               
Roles and Responsibilities:  
1. Single point of contact for HNI relationships virtually
2. Assist customers to transact digitally
3. Outbound/Inbound calls to reach to the mapped customer base on daily basis.
4. Strive to achieve business targets as per assigned portfolio
5. Cross sell/Upsell to increase product penetration
6. Customer on boarding and activation
7. Proactive retention of customers
8. Interact with clients on research calls, advisory to keep Clients active & increase revenue        
9. Converting and generating revenue from dormant customers.
10. Resolving Customer Query.

 

Thanks & Regards

Simran Goyal

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Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BDInvestment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager

Contact Details:

Company: AICS Consultancy
Location(s): Multi-City, India

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Keyskills:   mutual funds share market capital market third party products cross selling equity sales nism dealer sales stock market broking

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AICS Consultancy

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