Senior Relationship Manager

Relationship Manager/Senior Relationship Manager

Experience required: 3 Years to 10 Years

Job Description:

• Execution of trade orders on behalf of clients.
• Building relationships with clients & educating them about Investments.
• Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).
• Client meetings and bank branch visits as per goal sheet.
  
  

Specialized Activities:

• Executing Trade Orders.
• Advising Clients based on Research Report.
  
  

Required Criteria:

• Graduation (preferably in finance specialization).
• NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds).
• Stock Market knowledge is mandatory.
• Should possess good communication skills.