Relationship Manager- Broking

2 weeks ago


Quezon City, Philippines BS2 Hire Full time

Designation - Relationship Manager / Sr. RM Job Description To identify and acquire customers Maintain the relationship with the customers Retention of customers To cross‑sell the investment products (party products) To ensure to reach the revenue target; acquire new and prospective customers, understand the requirements of the prospectli> Provide clients with advice that helps them to sort out their problems in investment; ensure future business from those prospective customers in the long run Generate revenues and AUM for the company as per expectation Give high‑priority service to the customers as per the company processes Advise clients on a range of products, viz. equity, mutual funds, PMS, stocks and securities broking, derivatives, bonds and all the products promoted by the company #J-18808-Ljbffr



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