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2 Evoge Consultancy Services Jobs
Relationship Manager
2-6 years
Bhopal, Kolar, Bangalore / Bengaluru
1 vacancy
Relationship Manager
Evoge Consultancy Services
posted 2mon ago
Job Role Insights
Key skills for the job
Job Description
- Client Acquisition:
- Identify and target potential clients for Demat Trading accounts.
- Conduct awareness programs at institutions to generate leads.
- Develop and implement strategies to acquire new clients.
- Client Relationship Management:
- Build and maintain long-term relationships with clients.
- Provide personalized service to clients and address their needs and queries promptly.
- Ensure high levels of client satisfaction and retention.
- Sales Targets:
- Achieve monthly, quarterly, and annual sales targets.
- Cross-sell other financial products and services to existing clients.
- Product Knowledge:
- Stay updated on the latest developments in the stock market and financial products.
- Educate clients about the benefits and features of Demat trading accounts and related services along with Mutual Fund s Insurance.
- Compliance and Documentation:
- Ensure all client documentation is complete and accurate.
- Adhere to regulatory and compliance guidelines while conducting sales activities.
- Reporting:
- Prepare and submit regular sales reports to the General Manager.
- Track and analyze sales performance and suggest improvements.
- Customer Support:
- Provide after-sales support to clients.
- Resolve any issues or concerns clients may have regarding their Demat accounts. Qualifications:
- Bachelor s degree in Finance, Business Administration, or a related field.
- Proven experience in sales, preferably in the financial sector with a full time Stock Broker.
- Strong understanding of financial products, especially Demat accounts.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong problem-solving skills and attention to detail.
- Proficiency in using CRM software and Microsoft Office Suite.
Preferred Skills:
- Certification (NISM) in financial markets or related fields shall be preferred.
- Experience in client relationship management.
- Knowledge of regulatory requirements related to Demat accounts and the stock market.
Employment Type: Full Time, Permanent
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