Relationship Management Professional

1 day ago

Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

Job Title: Senior Relationship Manager

We are seeking an experienced and skilled professional to manage client relationships, provide expert advice on investments, and execute trade orders on behalf of clients.

  • Executing Trade Orders: You will be responsible for timely and accurate completion of transactions, ensuring client satisfaction and trust.
  • Client Acquisition and Cross-Selling: You will acquire new clients and cross-sell third-party products to meet sales targets.
  • Client Meetings and Branch Visits: You will conduct regular client meetings and visit bank branches as per goal sheets to ensure effective communication and relationship management.
  • Advising Clients: You will advise clients based on research reports, providing expert guidance on investment opportunities.

Requirements:

  • Graduation (preferably in finance specialization)
  • NISM 8 certification (Equity & derivatives), NISM 5 certification (Mutual Funds), IRDA Certification
  • Stock Market knowledge is mandatory
  • Good communication skills

Why Work With Us?

We offer a dynamic work environment with opportunities for growth and development. If you have the necessary skills and experience, we encourage you to apply now.

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