Job Description

We came across your profile on a Job portal and have found your credentials suitable for a Relationship Manager role with Indiabulls Ventures Ltd.

Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations

Business / Operational / Functional / Financial Perspective 

To accomplish Account opening targets, set by the superiors. 

Accomplishing brokerage targets; C to C (Cost to Company). 

Accomplishing AUM (Asset under Management) targets. 

Analyzing & increasing the clients database and finding out the potential clients

Collection of Margins from the Clients.

Identifying the non-trading accounts and push them for trading.

Providing better services to the Clients and request them for references.

Ability to influence prospective Clients and convert leads into Sales as well as convincing them to invest more.

Acquiring more and more Clients with high net worth for getting increased revenues.

Customer Perspective (Internal / External Responsiveness) 

Customer Relationship Management 

Coordinating with the clients regarding his / her stock and fund withdrawal.

Handling client queries either on phone or by visiting them personally.

Innovation & Learning Perspective 

Keeping upbeats with the current market trends along with the customer behavior and competitor analysis.

Enhancing interpersonal, selling Skills, presentation skills, and personal ongoing development.

Should undergo departmental induction training. 

Desired Candidate Profile

Please refer to the job description above

Key Skills

Key Skills

. Relationship Management, Equity Sales, Selling Skills, Revenue Generation, Customer Relationship, Trading, Brokerage, Competitor Analysis, CRM, Senior Management etc

Qualification

. Not Mentioned

Additional Qualification

. Relationship Management, Equity Sales, Selling Skills, Revenue Generation, Customer Relationship, Trading, Brokerage, Competitor Analysis, CRM, Senior Management etc

Industry

. Banking/Financial/Insurance Services

Functional Area

. Accounting/Auditing/Tax/Financial Services

Job Role

. Investor Relationship Exec/Manager

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