Digital Relationship Manager-Securities -Stock Market

Published Date : Jun 11, 2024

Category : Jobs » Sales & Marketing jobs

Location : Karnataka »  Bangalore 

Description : 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...


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