Strategic Client Engagement Specialist

1 week ago

India beBeeSeniorRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Key Responsibilities:

As a Senior Relationship Manager, you will be responsible for executing trade orders on behalf of clients, building relationships with clients and educating them about investments, and client acquisition as per targets.

Executing Trade Orders:

  • Place and execute trades on behalf of clients
  • Monitor market conditions to ensure optimal trading opportunities

Building Relationships with Clients:

  • Develop strong relationships with existing clients through regular communication and support
  • Identify new business opportunities and maintain a robust pipeline

Client Acquisition:

  • Source and acquire new clients through referrals, networking, and targeted marketing campaigns
  • Meet or exceed monthly sales targets by selling financial products and services

Specialized Activities:

  • Advising clients based on thorough research reports

Required Skills and Qualifications:

  • Graduation in Finance Specialization
  • NISM 8 Certification (Equity & Derivatives)
  • NISM 5 Certification (Mutual Funds)
  • IRDA Certification
  • Stock Market Knowledge
  • Good Communication Skills

Benefits:

The ideal candidate will have the ability to balance multiple priorities, work well under pressure, and demonstrate a high level of professionalism and integrity.

Others:

The organization offers a dynamic work environment, competitive compensation package, and opportunities for career growth and professional development.

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