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Relationship Manager

2 weeks ago

Tiruchi, Tamil Nadu, India BAJAJ BROKING Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Roles And Responsibilities:

  • Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region.
  • Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth.
  • Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability
  • Responsible for building MTF book from clients, ensuring book growth every month.
  • Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market.
  • Maintain daily client activity.
  • Ensure resolution of client queries within TAT
  • Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients.
  • Ensuring complete adherence to Compliance and Risk management, with 0 errors
  • Attain maximum reach of investment ideas/stock calls initiated.

SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required:

  • Strong product knowledge and understanding of capital market.
  • Should have excellent communication skills along with strong presentation skills.
  • Excellent Interpersonal Skills.
  • Exceptionally high motivational levels and needs to be a self - starter.