
Strategic Client Advisor
2 weeks ago
Senior Relationship Manager
Key Responsibilities:- Execution of trade orders on behalf of clients.
- Building strong relationships with clients and providing them with investment advice.
- Acquiring new clients as per targets and cross-selling of third-party products such as mutual funds, insurance, and systematic investment plans (SIPs).
- Conducting client meetings and visiting bank branches as required by the goal sheet.
- Executing Trade Orders.
- Advising Clients Based on Research Reports.
- Graduation in finance specialization is preferred.
- Completion of NISM 8 certification (Equity & Derivatives) and NISM 5 certification (Mutual Funds) along with IRDA Certification.
- Extensive knowledge of the stock market is mandatory.
- Good communication skills are essential for this role.
This is an exciting opportunity to grow your career and make a meaningful impact in the financial industry. If you have a passion for building relationships and providing excellent customer service, we encourage you to apply.
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