Equity Dealer

2 weeks ago


Hyderabad Secunderabad, India timesjobs Full time
Goregaon, Maharastra - Freshers also welcome with NISM/any internship experience

We are looking for virtual Relationship Manager - ON Role

Risk Profiling of investors & then build financial plan accordingly
Increase the AUM book by 25% in a year.
Acquisition of new investors through referrals and lead generation campaigns
Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market.
Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite.
Achieving Productivity targets on monthly and YTD basis.
Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers.
Enhancing Knowledge through market news, outlook and other online & offline knowledge resources.

Anticipating, understanding and addressing the changing needs of customers.

Good Communication skills
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