Relationship Officer

5 days ago

Nagpur, India Badjate Stock & Shares Pvt. Ltd Full time

**Job Summary**:The Relationship Manager/Officer role at Badjate & Stock & Shares Pvt. Ltd. comprises of a job profile where an individual has the major responsibility of carrying out the distribution of financial products across client forums. The Relationship Manager/Officer shall be required to lead a team of Relationship Executives and ensure that sales targets are achieved. The individual shall be directly answerable to the management and report daily progress of the team.
This role would require ownership of primary and secondary sales in the country, effectively leading the distribution. There shall a training program wherein the Managers would be required to get an indepth understanding of the all Financial Products, business functionality, and technological advancements at Badjate & Stock & Shares Pvt. The training enables the individuals to understand and meet the high expectations of the company and exceed those of its clients.

**Roles & Responsibilities**:

- Prepare the complete documentation procedure for new registration of Client A/c (KYC)
- Handling the queries and the entire operational part of Existing Branches / Franchises and develop their Business.
- Monitoring of Inactive Client Accounts and Inactive Franchises to reactivate
- Preparing MIS report on daily basis (brokerage and a/c opening).
- Co-ordination with buyers & sellers for margins and payment collections.
- Other Responsibilities Managing
- Handling the queries of walk-In clients Managing
- Keeping up to date records of Stamp Papers Timely Payin & Payout
- Follow up of mails to Risk Department (Debit List)
- Follow up of mails to HO & RO and revert on time
- Maintaining all types of Files & Registers (Payout Register, Inward register, etc)
- Stocking all types of inventories Filling & entering the client’s form in the Back office system
- Cash Management (Cash General, Petty Cash etc)
- Ensuring the timely payments of the bills keeping records of all payments made & Reconciliation of accounts
- Follow up of Leads and Client acquisition activation
- Cross selling of other products & services & building depth within the existing relationships
- Taking necessary industry certifications & getting them validated on expiry
- Attending training & implementing it in a best possible manner

Note: Pl note this job has targets of sales along with back office activities

**Qualifications & Skills**:

- Minimum experience of one year in Finance Securities company.
- Good communication and coordination skills
- Basic understanding of MS-Word, MS-Excel
- Strong understanding of financial products: Mutual funds, Portfolio Management Services Financial instruments
- Outstanding interpersonal and advisory skills
- Strong analytical ability
- A good listener and problem solving capability
- Business Ownership
- Ability to undertake challenges
- Passion for learning and growth of business
- Qualification: Graduate/Post Graduate

**Salary**: ₹15,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

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