Relationship Manager

Job Description

Job Description:



Aashna Financial Services is a financial service platform that assists individuals, corporate bodies, and NRIs in investing in Direct Equity, Mutual Funds, Fixed Deposits, and Bonds online and offline.



Responsibilities:



*) Excellent written and verbal communication



*) Keep prospective client database updated



*) Build contacts with potential clients to create new business opportunities



*) Communicating with customers, making outbound calls to potential clients, and following up on leads.



*) Understanding clients’ needs and identifying sales opportunities.



*) Answering potential clients' questions and sending additional information per email.



*) Explaining and demonstrating features of products and services.



*) Staying informed about competing products and services.



*) Upselling products and services.



*) Researching and qualifying new leads.



*) Closing sales and achieving sales targets.



*) Make cold calls for new & existing business leads



*) Maintain knowledge of service offerings of the company



*) Follow company guidelines and procedures for the acquisition of customers, submission of quotations



*) Update CRM system with all customer communications

Additional Benefits

• vehicles