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Bonanza Portfolio Ltd

Jaipur · 1 - 8 years · ₹1L - ₹4L / yr · Profitable · Posted 31 Jan 2024

Equity
Mutual funds
Financial services

Greetings!!!


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.

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