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Relationship Manager Acquisition/ Equity Broking/ Investment Products

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Job Description

  • The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
  • Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
  • Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.
  • Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
  • Developing and implementing strategic plans and initiatives to grow the business with key accounts.
  • Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
  • Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
  • Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

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Open to candidates from:
Indian

About Company

QuickTurtle Technologies has been formed with the intention of providing solutions and services in the Healthcare/Legal BPO/KPO sector. Headquartered in the educational hub of Pune, India, where there is an abundance of well-qualified talent to choose from, QuickTurtle Technologies is well placed to take advantage of this opportunity and provide great quality service to its clients. We take great pride in our team of experienced and talented people who form the backbone of our company. Through the hard work and dedication of our team of professionals, we are able to provide timely, reliable, and accurate service to our clients. Equipped with state-of-the-art infrastructure and facilities, our team is conditioned to provide the best possible solutions to all of our clients’ needs.

Job ID: 121275095