Relationship Manager – Ring Road, Surat

Annual Salary ₹ 240000 - 180000 INR
Experience 2 Years - 3 Years
Location Ring Road, Surat, 395001
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Additional Details

Designation Relationship Manager
Function Area Sales
Industry Financial Services
Job Type Full-time | 10:00AM-07:00PM
Benefits Bonus
Posted On August 6, 2019
Company Private
Educational ANY
Desired Skills Coordination, KYC, MIS,
Qualifications 12th Pass
Responsibilities Calling for every investment related events.

Job Description

Must have experience in Financial service


 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 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.
 Courier (through Ganesh bhai) a client their statement every month.

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