Junior Relationship Manager Investments
First Global Securities · Mumbai · onsite · Posted 71d 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.
Sourced from naukri
Skills
Cross SellingPMSInvestment ProductsRelationship ManagerClient ServicingClient Relationship ManagementSalesClient Satisfaction
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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