Senior Client Relationship Executive
4 weeks ago
**Key Responsibilities:**
- Place orders for clients after obtaining proper consent.
- Develop and maintain strong relationships with clients, providing them with investment education and guidance.
- Acquire new clients as per targets and promote third-party products, such as mutual funds, insurance, fixed deposits, and RBI bonds.
- Conduct client meetings and joint meetings with bank relationship managers.
- Pitch research ideas to customers and provide them with investment solutions.
**Requirements:**
- Graduation is mandatory.
- NISM 8 certification (Equity & Derivatives) or NISM 5 certification (Mutual Funds) is required.
- Strong knowledge of the stock market is essential.
- Excellent communication skills are necessary for success in this role.
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