Relationship Manager / Senior Relationship Manager NRI Desk

Quick Turtle

Bengaluru, Chennai, Mumbai

3-5 Years

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Job Description

Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk.
Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.
Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,
Help customers to Execute trade online and place orders on behalf of customers.
Achieve healthy revenues without compromising on clients profitability.
Acquiring new clients through existing clients referrals.
Activating inactive clients through regular followups.
Regularly following-up with clients and handling their queries.
Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
Responsible for adding new NRI and HNI Clients
Handling NRI Clients for Equity Broking
Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds
Experience in handling B2C

More Info

Job Type:

Permanent Job

Industry:

Outsourcing

Role:

Relationship Mgr /Account Servicing

Function:

Sales/Business Development

Employment Type:

Full time

Open to candidates from:

Indian

About Company

Quick Turtle

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: 121272241

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