Relationship Manager Job in Finovoice at BTM, Gurgaon, Bangalore

Day-to-day responsibilities:

1. Onboarding and making clients, open Demat accounts (should be able to collect leads from various platforms such as through cold-calling and social media channels)
2. Understanding the financial needs of the client and helping them invest in order to multiply their investments
3. Serving as the bridge between the company and the client, including motivating clients to increase their portfolio & assisting them in their investments at our online portal
4. Contacting new clients and influencing the existing clients to invest in various money market products like equity/MF/fixed income products/FDs/Insurance/Bonds Etc.
5. Managing portfolios and expanding the portfolio size of the clients