Relationship Manager

2 weeks ago

Faridabad, Haryana, India Avani Consulting Full time ₹ 8,00,000 - ₹ 12,00,000 per year

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 client's 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 client's 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.

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