MUMBAI · FULLTIME
Relationship Manager
Contactx Resource Management
Mumbai · onsite · Posted 70d ago
Sourced from
Undisclosed3–6 yrsfulltimeMumbai
About a minute. You'll make an account on the way through.
agent · working
- Read this posting0.8s
- Found the form on Naukri · 13 questions to answer1.1s
- Decided the answers for all of them2.5s
- Tailor your résumé to this role
- Waiting for you
Section · 01
About this role
Leading broking Firm - Mumbai, New Delhi
Proven track record in:
Notice Period - Max 2 months
Proven track record in:
- Acquire new clients through referrals, networking and business development activities
- Generate new traded accounts and build a strong acquisition pipeline
- Identify opportunities to increase market penetration within the assigned territory
- Drive client activation and business engagement
- Develop and maintain long-term relationships with clients
- Conduct regular meetings with prospective and existing clients
- Understand client financial goals and provide suitable investment recommendations
- Ensure superior client servicing and retention
- Generate revenue through equity and wealth management products
- Promote PMS, Insurance, Mutual Funds, MTF and other approved investment solutions
- Identify opportunities for cross-selling and up-selling
- Grow client assets and increase wallet share
Notice Period - Max 2 months
Sourced from naukri
Section · 02
Skills
Equity AdvisoryPMSInvestment SalesMutual FundsRelationship ManagerMTFWealth ManagementEquity TradingInsuranceAssets Under Management
Section · Company
About Contactx Resource Management
Contactx Resource Management
Recruitment
43
employees
2003
23 years old
Mumbai, Maharashtra
US
₹3.2L PA avg
Avg at Contactx Resource Management
About
Leading Search Firm for Mid -Senior- Top Level. Across India and Industries.
Industries
Recruitment
Employee ratings
10 reviews
3.4/ 5
Culture
2.4
Career growth
2.4
Work-life
2.4
Employees rate it well for
Compensation & Benefits35Overall Company34
Find them on