Job Description

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.

Skills Required
Stock Market knowledge, NISM 5 certification, NISM 8 certification

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