Relationship Manager/Senior Relationship Manager
Experience required: 2 Years to 10 Years
Job Description:
1. Execution of trade orders on behalf of clients.
2. Building relationships with clients & educating them about Investments.
3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance,
SIP etc.).
4. Client meetings and bank branch visits as per goal sheet.
Specialized Activities:
1. Executing Trade Orders.
2. Advising Clients based on Research Report.
Required Criteria:
1. Graduation (preferably in finance specialization).
2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds).
3. Stock Market knowledge is mandatory.
4. Should possess good communication skills.
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