GL

Relationship Manager - Sales

Globe Capital
Dehradun ₹4-7 LPA Posted 13 May 2025
FULL TIME
Investment Advisory
Relationship Management

Job Description

Job description

  • To identify and acquire the customers.
  • Maintaining the relationship with the customers.
  • Retention of customers
  • Cross-sell the investment party products
  • Acquiring new and prospective customers Understanding the requirements of the prospect.
  • Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run.
  • Generate revenues and AUM for the company as per the 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 in stocks and securities broking, derivatives, bonds and all the products promoted by the company.
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