- New client acquisition both, individuals and corporates.
- Able to generate queries/work on market opportunities & convert them into business.
- Work with internal departments such as the Marketing or Product teams to engage clients more deeply.
- Meet & exceed KPIs and sales targets. Knowledge in handling / negotiating contract commercial terms and conditions.
- Build a strong network with customers to get repeat business.
- Identifying and exploring new markets and tapping profitable business opportunities.
- Monitoring competition, generating MIS reports and devising effective counter-strategies to stand out from the competition.
- Understand customer needs and develop plans to address them including assistance with compliance questions, problems, and/or, concerns.
- Aim to preserve customers
- Local knowledge of the competition.
- Meet assigned targets for profitable sales volume and strategic objectives in assigned partner accounts.
- Handle the asset and financial products of the company.
- 1.5-2 years of experience
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Relationship Manager - Mumbai, India - SMEST Capital Private Limited
Description
About the Company:
SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited.
Job Summary
We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We also expect you to be a self-starter with an analytical mind and a solution provider.
Roles & Responsibilities
Key Requirement
Location: Mumbai only (Work from Office, Full time)