Relationship Manager- Equity,Investment Specialist,Commodity

Balaji

Key Responsibilities.

iling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.

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

ing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.

eving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.

tain daily client s activity

ring the highest level of service to the clients.

re resolution of client queries within TAT.

vate dormant clients.

re regular client meetings.

onsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.

ow guidelines of Compliance and Risk management

Required Qualification.

uate or Post Graduate or NISM Certification required

to 8 years of experience in handling retail or HNI clients

ground from broking industry possessing equity as one of their core products

ledge of technical charts

• Experience

  2 - 6 Years

• No. of Openings

  200

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office