Relationship Manager
3 days ago
Job Title: RM - Dealing | Relationship Manager | Advisor Profile
Location - Delhi NCR/ Indore
Experience Required : 1- 7 Year ( Broking / Financial Services Preferred)
Key Responsibilities:
- Acquire and manage client for Demate & Trading Accounts
- Generate brokerage revenue through equity, derivatives, and other market instruments
- Cross - sell and upsell third - party financial products (MF, Insurance, Bonds, PMS, etc)
- Develop and maintain relationships with HNI & retail client
- Ensure client servicing, query resolution, and portfolio monitoring
- Achieve assigned revenue and business development targets
Interested Candidate can apply / share their updated CV at or can WhatsApp
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