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Please find below mentioned Job Description of Relationship Manager profile for your reference.
Company Name :- Bonanza Portfolio Ltd
Location : - Jaipur
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.
Shubham Vishwakarma
Full Stack Developer - Averlon
About Bonanza Portfolio Ltd
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.
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