Relationship Manager

Updated: March 12, 2024 11:12 PM GMT

JK Securities Private Limited

Nadiad, Gujarat

Relationship Manager Branch Manager Location Mumbai, Anand, Nadiad, Vadodara, Ahmedabad, Vapi, Surat, Borsad, Bharuch, Patna, Aurangabad, Jalna Job Title Reporting To Job Summary We are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue through cross-selling and upselling clients while helping them to make the right investment decisions thus enabling long term wealth creation at the same time. The candidate will also be responsible for growing the client base by converting leads and getting new accounts in the system. Roles & Responsibilities

Achieve healthy revenues without compromising on clients profitability with Cross- selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and

Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and client... More Detail