Urgent Opening For Equity Dealer
2 weeks ago
Please find below Job description for the Relationship Manager Dealing role - Panjim
JD Relationship Manager- Dealing:-
Eligibility:
Any Graduate
NISM VIII Mandatory
Minimum 6 months experience required
Interested candidates share cv on or call on
As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation
- Responsible to generate brokerage primarily through advising clients on their portfolio.
- Responsible to acquire new Clients from the Market.
- Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development
- Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
- Focus on generating new business and build client network. Compliance
- Maintain high level of compliance as per company norms
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