HR Intern at Jobsfinity
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Digital Relationship Manager - Investment (0-2 yrs)
Job Description- Digital Relationship Manager
Designation- Digital Relationship Manager
Qualification- Minimum Bachelor's degree.
- Preference would be accorded to BFM, BBI, BAF, BMS
- NISM Capital Market/Insurance/MF modules (Desirable)
Key Requirements :
- Proficient in MS office
- Fluent in both verbal and written communications.
- Basic understanding of capital markets business
Roles and Responsibilities:
1. Single point of contact for HNI relationships virtually
2. Assist customers to transact digitally
3. Outbound/Inbound calls to reach to the mapped customer base on daily basis.
4. Strive to achieve business targets as per assigned portfolio
5. Cross sell/Upsell to increase product penetration
6. Customer on boarding and activation
7. Proactive retention of customers
8. Interact with clients on research calls, advisory to keep Clients active & increase revenue
9. Converting and generating revenue from dormant customers.
10. Resolving Customer Query.
Who can apply :
1. Candidates looking forward to make their career in Capital Market.
2. Local Candidates are preferred
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