Relationship Manager


Company Name : Bonanza Portfolio Ltd.

Skills : Communication

Job Location : Pune

No. of Openings : Not updated

Gender Preference :No Preference

Last date to Apply : 31st Jul 2019

Full Time

Mandatory Qualification :
Qualifications :
Any Degree - Any Specialization
Additional Prefered Skills :
Complete Job Description

Job description:

 HNI client acquisition & maintaining client relationship.

 Focus on business development across all products to sustain and achieve growth in relationship value, revenues & improved customer loyalty.

 Achievement of product-wise targets across all products.

 Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.

 Ensuring regular availability of Research material and inputs to the client.

 Conduct risk profiling of all mapped clients and provide financial solution on their investment needs.

 Follow sales process and input of daily activity in CRM systems.

 Regular contact with all mapped clients through weekly / monthly calls.

 Resolution of queries of all mapped clients within TAT specified.

 Ensure compliance through regular process checks and self-audit scores.

Language Known
English ( Proficiency - Advanced ) :
Other Details
Weekly working Days :
Not Updated
OFF days Comment :
Not Updated
Not Updated
Other Requirements :
Not Updated