Job Description:- Relationship Manager / Wealth Manager - Equity Sales
- Maintaining the relationship with the customers.
- To cross-sell the investment party products.
- Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.
- Generate revenues and AUM for the company as per the expectation.
- To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.
