Recruitment Consultant at Aasaanjobs.com
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Customer Relationship Manager - BFSI (1-3 yrs)
- Marketing financial / investment product (share, commodity, indices, stocks, currency) directly to retail clients
- Generating leads and converting the acquired data into client meetings and follow-ups with eventual conversion to sales within a reasonable time period
- Providing clients with after sales advice and troubleshooting services
- Acquire new clients for Demat & Trading accounts through networking, data base, and references
- End to end customer relationship management
- Meet Non-Trading Customers and activate them
- Sell online accounts to customers and encourage them to trade online
- Have a customer centric approach and ensure that customer is serviced well
- Ensure that customer trades actively after opening of the trading account
- To understand customer's financial goals, advice them on Buy, Sell or Hold strategy and execute trade
- Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy
- Help customers to Execute trade online and place orders on behalf of customers
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
