Relationship Executive @ U Mind Consulting

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Relationship Executive

U Mind Consulting
0 to 4 Yrs
Multi-City, India
3 years ago
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Job Description

Responsibilities
GENERAL ROLE
Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds, etc ESSENTIAL DUTIES & RESPONSIBILITIES
New Client Prospecting - Through cold-calling, appointments, references,s, etc
Explain the Company, its products & services to existing clients & prospects
Promote investments in Equity products, Currency trading, Mutual Funds, Insurance, and PMS
Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs, and market trends.
Cross-Sell to existing clients
Keep regular contact with the clients of the branch through telephone calls and meetings
Assist team members in the Branch to close leads
Provide investment application forms to clients and assist them in filling
Provide after-sales service, follow-up, and ensure client retention

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Umindconsulting.com

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Finance / Accounts / Tax
Functional Area: Not Applicable
Role/Responsibilies: Relationship Executive

Contact Details:

Company: Umind Consulting
Location(s): Multi-City, India

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Keyskills: monitoring financial analysis financial planning financial consultancy

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₹ 3.5 - 9 Lakh/Yr

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Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

U Mind Consulting

U Mind Consulting , is one of the fastest growing Consulting organisation in Kerala, with hand full years of experience in Human Resource Consulting, Training and Corporate Wellness. We believe that building Human Capital is the way to build organizations and wealth. We help out our clients find n...

Relationship Executive @ U Mind Consulting

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