EQUITY ADVISOR / RELATIONSHIP MANAGER
Experience / Preference :1+ Years
Location : Goa
Qualification : Minimum Graduation
1. Handling Equities, Derivatives, Currency & Commodities Market, Cold canvassing & bringing in own set of client data-base. Business Development, Client servicing and Maintaining of existing & acquired Clients.
2. Will be responsible in identifying, appointing & managing channel partners / sub brokers for the IPO business.
3. Managing Clients Portfolio.
4. Generation of Brokerage.
5. Acquisition of Clients.
6. End to end Customer Relationship Management
7. Should be good at sales and advising clients regarding investments.
8. Acquiring clients for Demat and Trading account, Sales of Mutual Funds, Equity and Cross sales of IPO and Investment Products.
9. Knowledge of capital markets and IPOs is a must.
10. Generating brokerage/ revenue for the branch.