Investment Relationship Manager

4 weeks ago


Mumbai, Maharashtra, India GetWork Full time

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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