Digital Relationship manager Full-Time



Mumbai, Maharashtra (10)Thane, Maharashtra (10)

Position: Relationship Manager (Elite Desk) Education and Qualifications: Minimum Bachelor's degree. Preference would be accorded to BFM, BBI, BAF, BMS NISM Capital MarketInsuranceMF modules (Desirable) Location: Thane Wagle Estate Experience: 0 to 2 Year Key Requirements: 1.Proficient in MS office 2.Fluent in both verbal and written Communications. 3.Basic understanding of capital markets business Roles and Responsibilities: 1.Single point of contact for HNI relationships virtually 2.Assist customers to transact digitally 3.OutboundInbound calls to reach to the mapped customer base on daily basis. 4.Strive to achieve business targets as per assigned portfolio 5.Cross sellUpsell to increase product penetration 6.Customer onboarding and activation 7.Proactive retention of customers 8.Interact with clients on research calls, advisory to keep Clients active & increase revenue 9.Converting and generating revenue from dormant customers. 10. Resolving Customer Query. Who can apply: 1.Candidates looking forward to make their career in Capital Market. 2.Candidates from ThaneCentral line will be preferred.

  • Active Listening
  • Clerical
  • Computers and Electronics
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • English Language
  • Inductive Reasoning
  • Information Ordering
  • Near Vision
  • Oral Comprehension
  • Oral Expression
  • Persuasion
  • Problem Sensitivity
  • Reading Comprehension
  • Service Orientation
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Written Comprehension
  • Written Expression

Bachelor of Commerce (B.Com) - Accounting & Finance

Bachelor of Commerce (B.Com) - Banking & Insurance

Bachelor of Commerce (B.Com) - Financial Markets

BCOM, MCOM, MBA Finance, BMS, BBA. NISM certified prefered.