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  • Hiring for Relationship Manager for Financial Company in Panchkula location

Posted on -March 23, 2021

Position: Relationship Manager

Exp: 1 to 6 years
Salary: Upto 60K PM
Location – Panchkula, Chandigarh

– Education Level: University Degree
– Good communication and selling skills
– Language: Advanced English


Background Industry – Financials, Loans, Mutual Funds, CASA handling, Insurance etc
JOB DESCRIPTION
 Open new marketing channels to acquire new clients.
 Handle inquiries and guide clients with the onboarding process.
 Sell and cross-sell trade products and services to clients to achieve targets.
 Establish and develop relationships with brokers/business partners.
 Escalates and resolves areas of concern as raised by clients;
 Develop opportunities to increase sales productivity.
 Handles admin and other ad hoc duties
 Retain existing clients through focused relationship management activities.
 Provide advice on potential financial solutions based on identified needs.
 Resolve client queries.
 Analyze financial requirements of customers and match them with product offerings.
 Develop opportunities to increase sales productivity.
 Prepare, and review all required reports and KYC forms to ensure that all transactions adhere to the company’s policies and procedures.
 Coach and assist the brokers to enhance productivity and achieve the set targets.

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Interested candidates are requested to send us their resumes on hr5@tasolutions.in or call us on 9023404909. Also, you may please refer to your friends/colleagues.

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