Senior Client Advisor

1 week ago

Ahmedabad Kolkata Hyderabad Secunderabad Telangana, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title

Relationship Manager

Job Description

We are seeking a Relationship Manager to join our team. The successful candidate will be responsible for handling Non-Resident Indian (NRI) clients and achieving revenue through broking of Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore locations.

Required Skills and Qualifications
  • Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
  • Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,
  • Help customers to Execute trade online and place orders on behalf of customers.
Benefits
  • Achieving healthy revenues without compromising on clients profitability.
  • Acquiring new clients through existing clients referrals.
  • Activating inactive clients through regular follow-ups.
Others
  • Handling NRI Clients for Equity Broking
  • Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds
  • Experience in handling B2C

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