Relationship Manager - Delhi Location

at Bonanza Portfolio Ltd

Relationship Manager - Delhi Location

Bonanza Portfolio Ltd

Company

Home

Relationship Manager - Delhi Location

at Bonanza Portfolio Ltd

Posted by Aditi Indap

0 - 10 yrs

₹1L - ₹4L / yr

Delhi

Skills

Client Servicing

Marketing

Equity

Mutual funds

Acquisition

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Delhi

Qualification : - Any Graduation

Job Description : -

1. New client acquisition, building new relationships and increasing depth in existing relationships with clients.

2. Selling online broking accounts- demat account, trading account.

3. Identifying customer needs, assessing their appetite and providing them investment options.

4. Achieving targets as assigned by the organisation on a monthly basis.

5. Migrating offline clients to do online trading.

6. Backend support to clients.

7. Regular updates to the immediate superior as a when required.

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Delhi

Qualification : - Any Graduation

Job Description : -

1. New client acquisition, building new relationships and increasing depth in existing relationships with clients.

2. Selling online broking accounts- demat account, trading account.

3. Identifying customer needs, assessing their appetite and providing them investment options.

4. Achieving targets as assigned by the organisation on a monthly basis.

5. Migrating offline clients to do online trading.

6. Backend support to clients.

7. Regular updates to the immediate superior as a when required.

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone

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About Bonanza Portfolio Ltd

Founded :

1994

Type :

Services

Size :

100-1000

Stage :

Profitable

About

Bonanza has been developing and distributing financial products for over 25 years across India. After growing massively in the financial sector with stockbroking, mutual funds, insurance, real estate and many more services, we have expanded into the human resource and healthcare markets too. We are now looking to the future with growing our digital offerings and developing solutions for the post-millennial generation.

Company video

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Connect with the team

Apoorva Goel

Connect

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