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Relationship Manager

Relationship Manager at amIT Global solution · Pune, Lucknow, Ranchi, Patna, Nagpur · 2 - 4 years · ₹3L - ₹6L / yr · Posted 26 May 2025

amIT Global solution's logo

Relationship Manager

Pooja shree's profile picture
Posted by Pooja shree
2 - 4 yrs
₹3L - ₹6L / yr
Pune, Lucknow, Ranchi, Patna, Nagpur
Skills
Communication Skills

Job description:


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


  •  Selling online broking accounts- Demat account, trading account.


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


  • Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.


  • Achieving targets as assigned by the organization on a monthly basis.


  • Migrating offline clients to do online trading.


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


Qualification:

·        Graduate


Experience:

·        2-5 Years


Key Skills:

·        Good communication skills

·        Strong analytical skills

·        Customer orientation


Functional Area:

·        Sales

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