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Equity Market
4 months ago
Position:
Relationship Manager-Advisory
Qualification:
MBA/Graduation
Location:
Ludhiana
Experience: 2 to 4 Years
Job Profile:
- Acquire new customers and service existing relationships, to achieve set IR targets.
- Managing the High Net Worth customer base.v Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships Profiling Customers and provide solutions to meet their financial needs.
- Ensuring the highest levels of service to the customers.
- Providing Investment Advise & Financial planning on equity, F&O, Currency, Commodity, Insurance, Mutual Funds, Loan, Mortgages.
- Good inter personal & communication skills, Sound knowledge of financial concepts.