Relationship Officer

2 weeks ago


Kolkata West Bengal, India Jobstop Solutions Pvt Ltd Full time

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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