Relationship Manager

Job Title: Relationship Manager

Experience : 0-3 Years MBA Preffered ( Fresher )

Location : Udaipur

Role & Responsibilities :

• Profile clients and recommend suitable financial products such as Equity, Commodity, F&O, Mutual Funds, SIPs, and IPOs.
• Open and activate trading and ALGO trading accounts.
• Place orders on behalf of clients and provide timely trade updates.
• Achieve assigned revenue and business targets.
• Reactivate dormant clients and maintain regular client interactions.
• Cross-sell financial products to existing customers.
• Ensure excellent customer service and relationship management.

Qualification & Skills :

• Graduate or MBA Fresher.
• Experience in financial services will be an added advantage.
• Good communication, sales, and client-handling skills.
• Basic knowledge of financial markets preferred.