Designation: Relationship Manager/Sr. Relationship Manager
Level [Range] : Executive Level
Location: Mumbai –, Ghatkopar, Bhayandar, Dadar
Qualification: Graduate/Post Graduate.
Experience: At least 2 years experience in the relevant field
Age: Above 23 yr
Critical Exp Essential Understanding of Financial Products.
Job Responsibility Key Responsibilities
- Client Acquisition
- Business Development & sales for Equities & Commodities
- Advising clients on movements of stocks
- Maintaining customer relationship
- Tapping new Business Avenues
- Portfolio Management
- Client Servicing
1. Responsible for identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.
2.Proactive measures to be implemented for getting a larger share of the investment portfolio. Generate high revenues for the organization through various channels.
Desired Candidates' Profile:
- Preferrably AMFI / MBA
- Minimum of 6 months- 3 years of experience in sales & marketing specifically in Broking industry
- Good communication & presentation skills
- Pleasing personality
- Strong networking
- Basic know-how of stock market