Strategic Partnership Executive

2 days ago

Davangere, Karnataka, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 15,00,000
Seeking a Results-Driven Relationship Manager

We are looking for an experienced relationship manager who can develop strong partnerships with clients.

Main Responsibilities:
  • 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 third-party products.
  • Client meetings and branch visits as per the goal sheet.
Key Activities:
  • Executing trade orders.
  • Providing clients with advice based on research reports.
Required Qualifications:
  • A degree in finance or a related field.
  • NISM 8 certification (Equity & Derivatives), NISM 5 certification (Mutual Funds), IRDA Certification.
  • Strong knowledge of the stock market.
  • Excellent communication skills.

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