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2 days ago
This position is responsible for building and maintaining strong relationships with clients.
- Execution of trade orders on behalf of clients
- Building relationships with clients and educating them about investments
- Client acquisition as per targets and cross-selling of 3rd party products
- Client meetings and bank branch visits as per goal sheet
- Executing trade orders
- Advising clients based on research reports
Our ideal candidate will have strong analytical and problem-solving skills, be able to work independently and as part of a team, possess good communication skills and a passion for sales and growth in the finance industry.
The successful candidate will have a graduation preferably in finance specialization, NISM 8 certification (Equity & Derivatives), NISM 5 certification (Mutual Funds) and IRDA Certification. Stock market knowledge is mandatory.
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