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Relationship Executive / Relationship Manager
by :  Bonanza Portfolio Ltd
Category : Advertising / PR / MR / Event Management  Banking / Financial Services / Broking  FMCG / Foods / Beverage  KPO / Research / Analytics  Pharma / Biotech / Clinical Research  
Location : Bhilai                   Experience :  1-4   Year
Salary :  Minimum - 100,000.00, Maximum - 200,000.00 INR - -

 



Job Description
  • Focus on business development across  all products to sustain and achieve growth in relationship value, revenues & improved customer loyalty.
  • Achievement of product-wise targets across all products.
  • Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
  • Ensuring regular availability of Research material and inputs to the client .
  • Conduct risk profiling of all mapped clients and provide financial solution on their investment needs.
  • Follow sales process and input of daily activity in CRM systems.
  • Regular contact with all mapped clients through weekly / monthly calls.
  • Resolution of queries of all mapped clients within TAT specified.
  • Ensure compliance through regular process checks and self-audit scores.
KeySkills  :   Sales,Business Development

Desired Candidate Profile
(UG - Any Graduate - Any Specialization) OR (PG - Any PG Course - Any Specialization)

Company Profile
Bonanza Portfolio Ltd

A financial powerhouse! Thats what Bonanza is for you! Established in the year 1994, Bonanza developed into one of the largest financial services and broking house in India within a short span of time. Today, Bonanza is the fastest growing financial service with 5 mega group companies under it. With diligent effort, acknowledged industry leadership and experience, Bonanza has spread its trustworthy expertise all over the country with pan-India presence across more than 1784 outlets spread across 560 cities. 

With a smorgasbord of services across all verticals in finance, Bonanzas offers you the perfect blend of financial services right from Equity Broking, Advisory Services that cover Portfolio Management Services, Mutual Fund Investments, Insurance to exceptional Depository Services. 

Bonanza believes in being technologically advanced so that we can offer you our tech-savvy customers - an integrated and innovative platform to trade online as well as offline. Besides, we also have one of the finest and most dedicated research teams with experts who have in-depth, unsurpassed knowledge of the market place. All this and more makes Bonanza the perfect place for you to take your first step in the direction of financial success. 

Bonanza is affiliated with the best in the industry right from the NSE, BSE MCX, MCX-SX to CDSL, NSDL, ICEX and USE etc. These affiliations prove our worth in the market and make Bonanza a name to reckon with.











 
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