Junior Relationship Manager - Investments
First Global Securities · Mumbai · onsite · Posted 72d ago
Undisclosed1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Relationship handling
- Building and managing client relationships.
- Client servicing
- Servicing existing clients and responding to their queries.
- Upselling and cross-selling suitable investment products (PMS, AIF, Global offerings, etc.).
- Maintaining client satisfaction through proactive communication and support.
- Calling and following up with old and new leads to pitch relevant investment products and convert prospects into clients.
- Be available to connect and follow up with clients as per their availability.
- Work with a strong sales mindset, always focused on achieving targets and driving business growth.
- Exp.- Minimum 1 year in investment sales / financial services
Sourced from naukri
Skills
Cross SellingPMSUpsellingInvestment ProductsClient ServicingClient Relationship ManagementSales
About First Global Securities
First Global Securities
Financial Services
201-500
employees
Navi Mumbai, Maharashtra
India
₹5.5L PA avg
Avg at First Global Securities
About
First Global Securities blends human and artificial intelligence in investment management, serving global clients with a focus on portfolio success.
Industries
Financial Services
Employee ratings
6 reviews
4.0/ 5
Culture
3.3
Career growth
3.2
Work-life
3.5
Employees rate it well for
Work-Life Balance43Skill Development43
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