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Relationship Manager @ tation Enterprise Llp

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 Posted 72 days ago — confirm the vacancy is still active.

 Relationship Manager

Job Description

    Job Description

    1. New Client Acquisition: Identify and onboard new clients to expand the customer base
    and strengthen relationships.
    2. Cross-Selling: Promote and cross-sell a wide range of third-party investment products
    including Insurance, Mutual Funds, PMS, SIPS, TGS, AIFS, Bonds, Unlisted Shares, IAP, and
    other financial services.
    3. Revenue Generation: Drive revenue growth by effectively managing sourced accounts and
    maximizing income across all product categories.
    5. Client Engagement: Conduct regular client meetings to understand financial needs,
    provide suitable investment solutions, and ensure long-term relationship building.

    Qualifications & Experience

    1. Educational Qualifications: Minimum Graduation
    2. Experience: Minimum 2 year of experience in NBFC & BFSI Industry
    3. Domain Knowledge: Equity Market

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Securities Trading
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager

Contact Details:

Company: tation Enterprise Llp
Location(s): Ahmedabad

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Keyskills:   hni sales capital market portfolio management banking sales hni client handling wealth management broking

 Fraud Alert to job seekers!

₹ 1 to 6 Yr

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