Relationship Manager Acquisition/ Equity Broking/ Investment Products

Job Description 1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions...

Roles and Responsibilities-: •New client acquisition for Trading and Demat account • Revenue generation through brokerage • Cross selling of investment products, Equity and Advance brokerage product (as per client's needs) • Maintaining client relationship • To guide the client about the suitable investment / trading products as per...

**Roles & Responsibility** - New client acquisition for Trading and Demat account of **Sharekhan Securities**: - Revenue generation through brokerage - Cross selling of investment products, Equity and Advance brokerage product (as per client’s needs) - Maintaining client relationship - To guide the client about the suitable investment / trading products...

Job Description 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS),...

Job Description - Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking - The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. - Building and maintaining...

Job Description Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE,...

Job Description QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial products. Key...

Roles and ResponsibilitiesNew client acquisition for Trading and Demat account for SharkehanRevenue generation through brokerageCross selling of investment products, Equity and Advance brokerage product (as per clients needs)Maintaining client relationshipTo guide the client about the suitable investment / trading products/Stock Market Training as per...

_**Read Carefully before Applying**_ **Roles and Responsibilities** -: New client acquisition for Trading and De-mat account Revenue generation through brokerage Cross selling of investment products Equity and Advance brokerage product (as per client’s needs) Maintaining client relationship To guide the client about the suitable investment / trading...

Job Specifications Profile : RM – Sales Designation : Relationship Manager Reporting To : Branch Manager / Cluster Head Location : Indore Primary Job Responsibilities Key Responsibilities Client Acquisition & Onboarding Identify and acquire new clients for equity trading and investment services. Build a strong network to generate leads and convert...