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  • Position open for Relationship Manager for an MNC Financial Company in Panchkula location

Posted on -April 15, 2021

Exp: 3 to 6 years
Salary: Upto 60K PM
Location – Panchkula

Education Level : University Degree
– Good communication and selling skills
– Language :Advanced English
Background Industry – Financials, Loans, Mutual Funds, CASA handling, Insurance etc
 Open new marketing channels to acquire new clients.
 Handle inquiries and guide clients with the on boarding 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 the sales production.
 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.
 Analyse financial requirements of customers and match with products offerings.
 Develop opportunities to increase the sales production.
 Prepare, and review all required reports and KYC forms to ensure that all transactions are
adhered to the company’s policies and procedures.
 Coach and assist the brokers to enhance productivity and achieve the set targets.

Interested Candidates are requested to send us their resumes on or call us on 9023404909. Also, you may please refer to your friends/colleagues.

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