Relationship Manager/ Senior Relationship Manager NRI Desk

3 weeks ago


Thiruvananthapuram Trivandrum Vadodara, India Quick Turtle Full time

Job Description - Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking - Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. - Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. - Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. - Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, - Help customers to Execute trade online and place orders on behalf of customers. - Achieve healthy revenues without compromising on clients profitability. - Acquiring new clients through existing clients referrals. - Activating inactive clients through regular followups. - Regularly following-up with clients and handling their queries. - Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. - Responsible for adding new NRI and HNI Clients - Handling NRI Clients for Equity Broking - Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds - Experience in handling B2C



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