Investment Professional

2 weeks ago


Coimbatore, Tamil Nadu, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000
Job Title:

Senior Relationship Manager

About the Role:

This position plays a vital role in building and maintaining strong client relationships, educating clients about investments, and executing trade orders on their behalf.

Responsibilities:
  • Execution of trade orders for clients
  • Building relationships with clients and educating them on investment opportunities
  • Client acquisition and cross-selling third-party products such as mutual funds and insurance policies
  • Customer meetings and branch visits based on goal sheets
Requirements:
  • Graduation degree preferably in finance specialization
  • NISM 8 certification (Equity & Derivatives)
  • NISM 5 certification (Mutual Funds)
  • IRDA Certification
  • Strong stock market knowledge and good communication skills are essential


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