Relationship Manager

CapitalVia FinTech Private Limited

New client acquisition for Trading and Demat account.

Revenue generation through brokerage.

Cross selling of investment products, Equity and Advance brokerage product (as per client’s

needs)

Monitor and review team members' performance and help the team to achieve maximum

business

Maintaining client relationship

Remain update about the latest investment products and market trend

To guide the client about the suitable investment / trading products as per client’s profile

To ensure the achievement of Acquisition Targets of HNI clients,

Qualifications:

 Any Graduate/Any Post Graduate

 Age not more than 30 Years

 Experience in Stock Broking industry is Must

 Work from Office

Skills:

 Should have depth knowledge of all financial products

 Should be target oriented

 Should have good communication, presentation and interpersonal skills

 Should have good telemarketing skills

 Should be self-initiative

 Remain updated about the present market scenario and financial market products and trends

 Should have the zeal to help clients in achieving their financial goals

What a Candidate will get?

 Working with a professionally managed organization, Technology & Productivity driven

approach.

 Clear roadmap about organizations, function, employee’s career progression

 A well- established branch and business model which needs to be taken to the next level

• Experience

  0 - 2 Years

• No. of Openings

  20

• 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