Relationship Officer
2 weeks ago
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, NCD’s, 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.
**Salary**: ₹32,000.00 - ₹35,000.00 per month
Schedule:
- Day shift
Ability to commute/relocate:
- Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (required)
**Experience**:
- bond sales: 2 years (required)
- banking sector: 2 years (required)
**Language**:
- English (required)
Work Location: In person
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