Walk-in || Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to increase sales revenue through cross-selling of financial products such as broking, demat, equity sales, field sales, mutual funds sales, and trading services.
  
• Identify new business opportunities by networking within the community and building connections with potential customers.
  
• Develop a deep understanding of client needs and preferences to provide tailored solutions that meet their requirements.
  
• Collaborate with internal teams to resolve customer issues and improve overall service quality.
  
• Maintain accurate records of client interactions using CRM software.