Relationship Manager
Alice Blue Financial Services Pvt. Ltd.
Mumbai, Maharashtra, India · Full Time
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- Experience
- Any
- Salary
- INR 20,000 – INR 30,000 / month
- Openings
- 1
- Posted
- 1 ಗಂಟೆ ಹಿಂದೆ
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Role Overview
As a Relationship Manager at Alice Blue Financial Services Pvt. Ltd., your primary focus will be on nurturing client relationships and enhancing trading activity. This role involves actively engaging inactive and dormant clients to understand their reasons for reduced activity and guiding them back to active trading. You will also focus on high net-worth individuals (HNI) to foster strong, lasting partnerships aimed at boosting their trading and investment portfolios.
Key Duties
- Proactively contact inactive clients to identify reasons for inactivity and offer tailored support encouraging renewed trading.
- Identify dormant accounts showing trading potential, conduct outreach to understand dormancy causes, and assist clients in reactivating their accounts.
- Engage HNI clients by maintaining continuous communication, understanding their requirements, and promoting increased trading activities aligned with their interests.
- Drive brokerage revenue by stimulating trading transactions among inactive, dormant, and HNI client segments, meeting monthly revenue goals.
- Ensure high client retention by addressing concerns swiftly and collaborating with internal teams for resolutions.
- Keep comprehensive daily and monthly logs of client interactions and trading activities, preparing regular reports to monitor performance against targets.
Additional Information
This role is based in Mumbai, Maharashtra, India. The compensation package includes a monthly salary ranging between INR 20,000 and INR 30,000.