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Relationship Manager


Designation:   

Relationship Manager

Experience :    0.6

Description:   

Job Description

- Financial Advisory Role, Includes Client Servicing and Client Acquisition
- Maintaining relationship with existing clients as well as developing new business
- Acquiring the new clients/ New d-mat A/cs;
- Responsible to generate brokerage
- Advise HNIs on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short / medium term.
- Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT).
- Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business
- Achieve targets for Sales, Revenue and Profitability within a given time-frame (weekly, monthly, quarterly)

Skillsets:   

Desired Profile

Should be Confident, excellent in selling skills. Aggressive and positive approach.
Should have good communication skills. Should be a team player
Able to work under pressure. Aptitude to think beyond boundaries (Innovative ability).
Decision making ability

Job Location :     Secundrabad, Surat, Vadodra, Erode, Jaipur, Karur

Industry:   Banking

Tags / Keywords :    'equity' or 'equities' or 'commodities' or 'brokerage

generation' or 'client acquisition' or 'securities' or 'portfolio management'


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