Relationship Manager - Sales Department Jobs in Bangalore,Belgaum,Hassan - Agatya Capital
Job Description
- Acquire quality clients through networking, data base, market intelligence and references from existing clients.
- Generate Cross Sell revenue through Financial Planning.
- Promote Focus Product of the month.
- Maintain records of business on internal software.
- Induct new clients to the CRM Desk for smooth interaction and services.
- Generate Leads from the open Market
- Conduct activities for Client Acquisition and Mutual Fund Sales
- Ensure compliance as per various regulator and organization guidelines.
- Maintain the brand image of the organization.
- Products like - MF, Insurance, Broking, FD, Bonds, PMS,
Job Particulars
Who can apply Freshers
Hiring Process Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id319172
Job Category MBA , Tech Support
Locality Address
State Karnataka
Country India
About Company
At Agatya Capital, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.
At Agatya Capital, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
We offer following specific solutions to our clients:-
At Agatya Capital, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
We offer following specific solutions to our clients:-
- Investment Advisory Services MF,
- Financial Planning,
- Mutual Fund,
- Fixed Deposits,
- Equity Shares
- Tax Planning
- Life and General Insurance
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