Relationship Manager

2 weeks ago


Ahmedabad, India Qualifiyer Full time

-Job description for Relationship Manager - Bond Profile.

Location Ahmedabad/Kolkata / Mumbai/ Delhi.

Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory.

Identify investment opportunities or strategies.

Identifying, calling and visiting potential clients from time to time to promote products.

Explain technical product, financial and service information to clients via phone calls.

Monitor market conditions or trends.

Prepare sales or other quotations and process the same.

Maintain the records of all transactions.

Travelling outside city to meet clients if required.

Advising clients with regards to their investment in Bonds, NCDs, PMS, etc

Building relationships with the client and educating them about investments.

Responsible for achieving brokerage.

Accelerating client base.

Executing trade orders.

Conceptual selling of financial products categorically bonds.

Broadly into channel partner / IFA market by and largely conceptualizing of secondary markets in bonds.

(Buying and selling of bonds through IFA network).



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