RELATIONSHIP MANAGER

7 days ago


Patna, Bihar, India SHIVAM STOCK BROKING Full time ₹ 6,00,000 - ₹ 12,00,000 per year
Job Title :RELATIONSHIP MANAGER
AREA OF RESPONSIBILITY:
  • Bring self referred client/relation
  • Advisory and Order placement Support to mapped clients
  • Maximize investment from investor clients
  • Customized/High end support to trader clients
Requirements

PRIMARY RESPONSIBILITY:

  • Advising Super HNI clients on Equity & Derivatives Markets.
  • Creation of revenue(Responsible for achieving revenue targets) & Activation of clients through effective Advisory
  • Brokerage negotiation with clients
  • Portfolio Doctoring support for clients
  • Training & Demo to clients
  • Investment Query Resolution
  • Visits to clients & do hand holding
  • Relationship building.
  • HNI Client Meet & Interactions and Seminars.

(Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc)

ADDITIONAL RESPONSIBILITY:

  • Funding/MF/ IPO/etc other products to clients
  • Calling inactive clients for new business
  • Taking leads from existing clients & generate revenue
  • Liasoning with other departments to quickly resolve HNI client queries.
  • Responsible for keeping self-updated on stock market outlook and product knowledge

PERSONAL skills:

  • Good communication and leadership skills.
  • Fast learner & Adaptive
  • Equity & Derivative Knowledge.
  • NISM Certification preferred
Benefits
Advantage with us
  • No third party products target
  • Attractive & transparent incentive plan
  • Travel reimbursement as per actual
  • Two Saturdays off in a month
SALARY & PACKAGE
  • Salary from 50k + Performance incentive

Graduation & Above


  • Relationship Manager

    2 weeks ago


    Patna, Bihar, India R Patel Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionR Patel Wealth, established in 1990, is a highly regarded Mutual Fund Distribution Firm dedicated to fostering a culture of saving and building wealth through long-term investments. The firm prioritizes simplifying the complexities of investing, making it accessible and actionable for its clients. With a strong foundation in delivering...


  • Patna, Bihar, India DSP Asset Managers Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Title  Relationship Manager - Mutual Fund Sales, Patna Job Description  Objectives of the Role:  • Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients •Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM •Conducting...


  • Patna, Bihar, India PROFITMART Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionPROFITMART is a growing stock broking company in India that provides a wide range of investment options, including Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. The company is dedicated to empowering its clients by offering access to expert financial knowledge, efficient trading platforms, and innovative investment...


  • Patna, Bihar, India Liberty Mutual Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    DescriptionManaging brokers relationship in defined territories. Building strong association with broker sales team and other business touch points. Promoting multiple line of businesses through assigned broker network. Should be able to manage large business volume and broker network. Ready for extensive travelQualificationsBachelor's DegreeAbout UsAt...


  • Patna, Bihar, India Dalmia Bharat Group Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Description•Sound knowledge on cement, concrete mix design, admixtures and development of high performance concrete•Co-ordinate and conduct trials for all IS customer for brand approval and issues resolution •Establish relationship with  IS customers QC In-charge and Project Manager for brand approval•Responsible for conducting trials, training and...

  • ASST AND Manager

    1 week ago


    Patna, Bihar, India Business Point Financial Services Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    DRIVINING SALES OF THE PRODUCTS ,WHICH INCLUDING ICQURINING NEW CUSTOMERS , MANAGING NEW CUSTOMERS MANAGING EXISTING RELATIONSHIP AND ACHIEVES GOALS.Preferred candidate profile

  • Sales Manager

    1 week ago


    Patna, Bihar, India Tata Capital Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    DescriptionTo drive sales and ensure business targets are achieved.1. Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. 2. Retain and expand the company's base of customers for retail loan product so as to ensure repeat...

  • Sales Manager

    7 days ago


    Patna, Bihar, India A Link Tour & Travels Full time

    Responsibilities:Lead sales teamMeet revenue targetsManage customer relationshipsCollaborate with marketing on campaignsAnalyze sales dataFood allowanceHealth insuranceAnnual bonus

  • Sales Manager

    3 days ago


    Patna, Bihar, India BOI Shareholding Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionBOI Shareholding Ltd. is a prominent financial services company operating out of Ambalal Doshi Marg, Mumbai, India. With a strong presence in the industry, we are dedicated to providing reliable and innovative financial solutions to clients. Our commitment to excellence has solidified our reputation as a trusted partner in the financial...


  • Patna, Bihar, India Tata Capital Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Description11081 To acquire, develop & maintain client relationships as well as manage the direct sales team to meet and exceed expectations. Post Graduate/ Graduate in any discipline. • Responsible for P&L and Portfolio growth of the Business for the Region.• Interest income - cost of fund (as of month of measurement)• Fee income charged upfront and...