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.
