Relationship Manager
3 years ago Marketing & Communication Pune 730 views Reference: 5665Job Details
Job description
Job Highlights
Have graduation degree from recognized university or college.
Have minimum of 1 year relevant experience in equity broking/selling third party products.
Roles and Responsibilities
As part of the retail distribution team. the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.
Revenue generation :-
- Responsible to generate brokerage primarily through advising clients on their portfolio.
- Responsible to acquire new Clients from the Market.
- Ability to cross sell third party products like Motor Insurance, Life Insurance, Health insurance, SIPs, Mutual Funds, PMS etc.
Client network development :-
- Develop and maintain a long- term relationship with customers and maintain a high level of retention of client base.
- Focus on generating new business and build client network.
Compliance :-
- Maintain high level of compliance as per company norms.
Desired Candidate Profile
Candidate Should...
- Have good communication (verbal and written) skills. Ability to speak in local language.
- Have strong product knowledge and understanding of capital market.
- Have strong selling skills and ability to manage multiple product sales.
- Have minimum of 1 year relevant experience in equity broking/selling third party products.
- Have graduation degree from recognized university or college.
- Have latest certificate of NISM 8 series.
- Should have basic computer knowledge of using email, Microsoft office and trading terminal.
Perks and Benefits
Fixed CTC + VP + Mediclaim + Life & Accidental
To proceed further - Walkin to the venue on the mentioned date and time.