Relationship Associate

1 week ago


Delhi NCR New Delhi, India YES Securities Full time ₹ 1,04,000 - ₹ 1,30,878 per year

JOB DESCRIPTION

Job Title: Relationship Associate / Equity Dealer

Role Description: To be responsible for identifying customer needs, assessing their risk appetite

and providing them investment options

Job Location : Delhi

Role Description:

1. Advising clients with regards to their Investment in Equity and Derivative market, Place

order on their behalf

  1. To achieve healthy revenues without compromising on clients profitability

  2. To conduct regular client meeting after market hours

    New client acquisition

  3. To attain maximum reach of investment ideas/stock calls initiated

  4. Regular interaction and meeting with branch sales team regarding new account acquisition

    and about mapped clients

  5. Keep abreast of the market news, financial trends and current affairs

Specific Role Responsibilities:

1. Placing order on behalf of client

  1. Advising clients with regards to their Investment in Equity

  2. Client meeting, Branch visits

  3. Help new client to activate their account

  4. Activating Stop trader client

  5. New account acquisition

Skill Sets:

Education Qualifications: Graduate/ Post graduate

Certification needed: NISM Series 8



  • New Delhi, India SmartQ Full time

    Do you enjoy carrying out operations efficiently and feel enthusiastic about maintaining mutually beneficial relationships with clients? If your answer is a resounding yes, then we are hunting for you.As an Associate Relationship Manager at SmartQ, your primary goal will be to lead and oversee a frontline Partner team of food service associates. In addition,...


  • New Delhi, India Skill Veda Full time

    Job description: Job Role: Customer Success Associate Location: New Delhi Compensation: 5 LPA-5.5 LPA (Including PF and PGDM monthly fees of INR 6,666) Eligibility Criteria: • This role is only for graduates, post graduate candidates shouldn't apply • You should have exceptional spoken and written English communication • You will be doing...


  • New Delhi, India Skill Veda Full time

    Job description:Job Role: Customer Success AssociateLocation: New DelhiCompensation: 5 LPA-5.5 LPA (Including PF and PGDM monthly fees of INR 6,666)Eligibility Criteria:• This role is only for graduates, post graduate candidates shouldn't apply• You should have exceptional spoken and written English communication• You will be doing PGDM along with...


  • New Delhi, India Skill Veda Full time

    Job description:Job Role: Customer Success AssociateLocation: New DelhiCompensation: 5 LPA-5.5 LPA (Including PF and PGDM monthly fees of INR 6,666)Eligibility Criteria:• This role is only for graduates, post graduate candidates shouldn't apply• You should have exceptional spoken and written English communication• You will be doing PGDM along with this...


  • New Delhi, India Skill Veda Full time

    Job description: Job Role: Customer Success Associate Location: New Delhi Compensation: 5 LPA-5.5 LPA (Including PF and PGDM monthly fees of INR 6,666) Eligibility Criteria: • This role is only for graduates, post graduate candidates shouldn't apply • You should have exceptional spoken and written English communication • You will be doing PGDM...


  • New Delhi, India Skill Veda Full time

    Job description:Job Role: Customer Success AssociateLocation: New DelhiCompensation: 5 LPA-5.5 LPA (Including PF and PGDM monthly fees of INR 6,666)Eligibility Criteria:• This role is only for graduates, post graduate candidates shouldn't apply• You should have exceptional spoken and written English communication• You will be doing PGDM along with this...


  • New Delhi, India Skill Veda Full time

    Job description:Job Role: Customer Success AssociateLocation: New DelhiCompensation: 5 LPA-5.5 LPA (Including PF and PGDM monthly fees of INR 6,666)Eligibility Criteria:• This role is only for graduates, post graduate candidates shouldn't apply• You should have exceptional spoken and written English communication• You will be doing PGDM along with this...


  • Delhi, Delhi, India LawCrust Global Consulting Ltd. Full time

    **Job Title**: Junior Customer Relationship Associate **Location**: Delhi As a Junior Customer Relationship Associate, you will play a vital role in managing and optimizing our Customer Relationship Management (CRM) system to enhance client engagement and improve operational efficiency. You will collaborate closely with the consulting team to ensure...

  • Relationship Manager

    2 weeks ago


    New Delhi, India White Force Full time

    Job description JD for Relationship Manager POSP in Delhi, Kolkata, Mumbai, Hyderabad. Company Name – Bonanza Portfolio Ltd. Website- Location – Delhi – 4 Candidates required Experience – 1 to 5 years Salary – Depend on experienced based Requirements: - Immediate Joiner Should be from broking industry...


  • Delhi, Delhi, India BuildMyInfra Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Title: Client Relationship AssociateKey Responsibilities:Communicate with clients via email/callsCoordinate with internal teams for seamless executionDrive up-selling/cross-selling initiativesMaintain client data & reports (Excel, PowerPoint)Ensure client satisfaction through proactive supportSkills Required:Excellent communication (written &...