Identifying customer needs, assessing their appetite and providing them investment options.
Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
Achieving targets as assigned by the organisation on a monthly basis.
Migrating offline clients to do online trading.
Regular updates to the immediate superior as a when required.
Qualification:
Graduate
Experience:
2-5 Years
Key Skills:
Good communication skills
Strong analytical skills
Customer orientation
Functional Area:
Sales
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: General InsuranceRole: Relationship ManagerEmployement Type: Full time