Job Description- Digital Relationship Manager
Designation- Digital Relationship Manager
Location-Kolkata
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:
Single point of contact for HNI relationships virtually
Assist customers to transact digitally
Outbound/Inbound calls to reach to the mapped customer base on daily basis.
Strive to achieve business targets as per assigned portfolio
Cross sell/Upsell to increase product penetration
Customer on boarding and activation
Proactive retention of customers
Interact with clients on research calls, advisory to keep Clients active & increase revenue
Converting and generating revenue from dormant customers.
Resolving Customer Query.
Who can :
Candidates looking forward to make their career in Capital Market.
Local Candidates are preferred
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