Relationship Manager

1 week ago

Ahmedabad Rajkot Vadodara, India Sharekhan Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Direct Responsibilities


• Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.


• Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers


• Responsible for Handling HNI Clients


• Coordinating with clients for their daily trades in Equity.


• Help customers to Execute trade online and place orders on behalf of customers.


• Achieve healthy revenues without compromising on clients profitability.


• Making confirmation of orders and trades done during the day to clients.
• Advising clients with requisite information regarding the market condition.


• Acquiring new clients through existing clients referrals.


• Activating inactive clients through regular follow up.


• Regularly following-up with clients and handling their queries.


• Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements


• Responsible for collecting margins / market-to-market loss

Contributing Responsibilities


• Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship.


• Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.


• Ensuring the highest level of service to the clients.

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