
Dynamic Finance Liaison
2 weeks ago
As a senior relationship manager, you will be responsible for executing trade orders on behalf of clients and fostering strong relationships with them to educate them about investments.
The ideal candidate will possess a solid background in finance, preferably with a degree, and relevant certifications such as NISM 8 and NISM 5. They should also exhibit excellent communication skills and knowledge of the stock market.
Key Responsibilities:
- Executing trade orders
- Fostering client relationships and educating them about investments
- Client acquisition and cross-selling of third-party products
- Attending client meetings and visiting bank branches
Specialized Activities:
- Executing trade orders
- Providing advice to clients based on research reports
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