
Executive Relationship Builder
5 hours ago
As a seasoned relationship manager, you will be responsible for building and maintaining strong connections with clients to educate them about investments and help them achieve their financial objectives.
You will execute trade orders on behalf of clients, acquire new customers, and cross-sell third-party products such as mutual funds, insurance, and systematic investment plans (SIP).
You will also conduct client meetings and branch visits to ensure alignment with business targets. Additionally, you will specialize in executing trade orders, advising clients based on research reports, and possessing a deep understanding of market knowledge and regulations.
To excel in this role, you must have a degree in finance or a related field, along with certifications such as NISM 8 (Equity & Derivatives), NISM 5 (Mutual Funds), and IRDA Certification. You should also possess excellent communication skills to effectively interact with clients and stakeholders.
Key Responsibilities:
- Execute trade orders on behalf of clients
- Build relationships with clients and educate them about investments
- Acquire new customers and cross-sell third-party products
- Conduct client meetings and branch visits
Requirements:
- Degree in finance or a related field
- Certifications: NISM 8, NISM 5, IRDA Certification
- Market knowledge and regulations
- Excellent communication skills
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