Relationship Manager

4 days ago

Bengaluru Chennai Mumbai, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Position - Relationship Manager / Senior Relationship Manager - NRI Desk, Equity Broking

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products

2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.

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

4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,

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

6) Achieve healthy revenues without compromising on clients profitability.

7) Acquiring new clients through existing clients referrals.

8) Activating inactive clients through regular followups.

9) Regularly following-up with clients and handling their queries.

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

11) Responsible for adding new NRI HNI Clients

Handling NRI Clients for Equity Broking

Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds

Experience in handling B2C

Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives).

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