Investment Relationship Manager
4 weeks ago
Location: India
As an Investment Relationship Manager at GetWork, you will be responsible for executing trade orders on behalf of clients, building relationships, and educating them about investments.
Key Responsibilities:
- Execution of trade orders on behalf of clients.
- Building relationships with clients & educating them about Investments.
- Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).
- Client meetings and bank branch visits as per goal sheet.
Required Criteria:
- Graduation Mandate.
- NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds).
- Stock Market knowledge is mandatory.
- Should possess good communication skills.
- Dealing & Cross Sales Experience is must.
Join GetWork and be a part of our team of professionals who are passionate about delivering exceptional results.
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