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Senior Relationship Manager @ AICS Consultancy

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 Senior Relationship Manager

Job Description

- Digital Relationship Manager

 

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.

 

Who can apply:

 

  1. Candidates looking forward to make their career in Capital Market.
  2. Local Candidates are preferred

 

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Securities TradingEquity Research
Functional Area: Not Applicable
Role/Responsibilies: Senior Relationship Manager

Contact Details:

Company: AICS Consultancy
Location(s): Delhi, NCR

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Keyskills:   insurance equity trading nism mutual funds

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AICS Consultancy

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