Relationship Manager Job in Agatya Capital at Bangalore, Belagavi, Mysore

HOT JOB

Relationship Manager

Agatya Capital

0 Years

12000 - 35000 Monthly

Expired

Posted: 30 Jun 17

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

Role customer service tech support

Education B.Com, BA, M.Com, BBA/BBM, BCA, MBA/PGDM, BEd, BSc, B.Design, B.FashionTech

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:-