Senior Relationship Manager
1 week ago
Job Description
Responsibilities -
- Execution of trade orders on behalf of clients, If Client is unable to trade online.
- 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.
Qualifications & Required Criteria-
- Graduation (preferably in finance specialization).
- NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)/ IRDA.
- Stock Market knowledge is mandatory.
- Should possess good communication skills.
- Minimum 4 years of relevant exp is required.
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Senior Relationship Manager
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Ludhiana, India HDFC securities Ltd Full timeJob DescriptionResponsibilities-Execution of trade orders on behalf of clients, If Client is unable to trade online.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.Qualifications &...
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Senior Relationship Manager
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ludhiana, India HDFC securities Ltd Full timeJob DescriptionResponsibilities -Execution of trade orders on behalf of clients, If Client is unable to trade online.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.Qualifications...
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Ludhiana, India HDFC securities Ltd Full timeJob Description Responsibilities - Execution of trade orders on behalf of clients, If Client is unable to trade online. 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. ...
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Ludhiana, India HDFC securities Ltd Full timeJob Description Responsibilities - Execution of trade orders on behalf of clients, If Client is unable to trade online.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.Qualifications...
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ludhiana, India HDFC securities Ltd Full timeJob Description Responsibilities - Execution of trade orders on behalf of clients, If Client is unable to trade online. 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. ...
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