Urgent Opening for Relationship Manager - Indore location
Greetings!!!
Please find below mentioned Job Description of Relationship Manager profile for your reference.
Company Name :- Bonanza Portfolio Ltd
Location : - Indore
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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Who are we?
Whatfix is the #1 Digital Adoption Platform (DAP) for Enterprises. We are disrupting the way Learning, Training and Application Support content is consumed. We provide large enterprises with a SaaS platform that helps accelerate product adoption and reduce support & training efforts by providing contextual and step by step guidance inside any web application at the exact time a task is being performed. The product has redefined the way companies onboard, train, and provide support to users.
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c. Adjusts content of sales presentations by studying the type of sales outlet or trade factor.
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i. Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
g. Provides historical records by maintaining records on area and customer sales.
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Full Stack Developer - Averlon