Job Description

Sr. RELATIONSHIP MANAGER/ RELATIONSHIP MANAGER -

Key Responsibilities

• Acquisition of new clients (Demat / trading a/cs: Equity/Commodity / Currency). Selling Investment product like Demat A/c, Mutual Fund, PMS, Life Insurance.

• Holding participating in events for lead generation activities.

• Maintaining client relationship.

• Providing prompt and quality broking services to clients and channel partner.

• Remain update about the latest investment products and market trend.

• To guide the client about the suitable investment / trading products as per clients profile.

• To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee.

• To ensure the Revenue Third party products target achievement. Required Skills :

• Should have depth knowledge of all financial products.

• Should be target oriented.

• Should have good communication, presentation and interpersonal skills.

• Should have good tele-marketing skills.

• Should be self-initiative.

• Remain updated about the present market scenario and financial market products and trends.

• Should have zeal to help clients in achieving their financial goals. Job Description Dealer/ Bolt operator/ Terminal operator: Execute trade on behalf of client. Providing key clients daily trading information and market movements. Must have experience of dealing in stock market of at least 6 Months.