Relationship Manager
Eureka Stock and Share Broking Services Limited · Guwahati · onsite · Posted 63d ago
Undisclosed2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients and grow existing ones.
- Identify opportunities to cross-sell various financial products such as Mutual Funds, NBFC, Insurance, Sales, Broking, Equity etc.
- Develop a deep understanding of client needs and provide tailored solutions to achieve their financial goals.
- Collaborate with internal teams to ensure seamless delivery of services and resolve any issues that may arise.
- Maintain accurate records of client interactions and transactions.
Sourced from naukri
Skills
Mutual FundsPortfolioWealth ManagementSalesBrokingEquityNBFCInsurance
About Eureka Stock and Share Broking Services Limited
Eureka Stock and Share Broking Services Limited
Financial Services
200
employees
1992
34 years old
Kolkata, West Bengal
IN
₹3.8L PA avg
Avg at Eureka Stock and Share Broking Services Limited
About
Eureka Securities is one of the leading investment and financial intermediaries in India.
Industries
Financial ServicesInsurance
Employee ratings
10 reviews
3.4/ 5
Culture
3.0
Career growth
2.6
Work-life
3.2
Employees rate it well for
Job Security35Company Culture34
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