Relationship Investment Professional

1 day ago


Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,25,00,000

Seeking a skilled relationship professional to deliver exceptional client experiences.

Key Responsibilities:

  • Execute trade orders on behalf of clients.
  • Build meaningful relationships with clients and educate them on investment strategies.
  • Achieve targeted client acquisition goals and cross-sell value-added products.
  • Meet with clients and conduct regular branch visits as per performance metrics.

Specialized Activities:

  • Executing Trade Orders.
  • Providing expert advice based on in-depth research reports.

Requirements:

  • Relevant degree (preferably in finance) with specialization in financial markets.
  • NISM 8 certification (Equity & Derivatives), NISM 5 certification (Mutual Funds), IRDA Certification
  • Profound knowledge of the stock market is essential.
  • Excellent communication skills are necessary.


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