| Designation||Relationship Manager|
| Function Area||Sales|
| Industry||Financial Services|
| Job Type||Full-time | 10:00AM-07:00PM|
| Posted On||August 6, 2019|
| Desired Skills||Coordination, KYC, MIS, Customer Calling, Customer Relationship, Customer Service Oriantation,|
| Qualifications||12th Pass|
| Responsibilities||Calling for every investment related events.|
MIS Files weekly and quarterly.
Manage investment Event.
Calling for every investment related events.
Solve Existing clients query.
Managing MHH series and some HO series clients.
GoSsip ( Intimation, Execution and Update Sheet)
Risk Discloser form create, fill and filed.
IA KYC form fills and filed.
Execute Normal SIP and then update its sheet.
Managing walking Clients at the branch.
Monthly Target of sales and event base target.
Daily Meeting with Rakesh sir and his work.
Follow up of clients through Pradip sir.
Coordinate with Sub broker and Branches for any event related query.
Intimation call before Buyback Processing date to HO clients and Sub-brokers and branches.
Update quarterly GoSsip IA charges sheet.