Banking Relationship Manager jobs in Surat - Job Museum

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  • Job View 41 Views
  • Applicants Less than 5 Applicants
  • 2019-10-18

Job Description


responsible for Meeting the Assigned Target of Margin Collection

execute Trades On a Live Terminal.

managing Existing Clients & Inactive Clients

know Market Sentiment Via Research, Valuation and Data Analysis

monitor Bse/nse and other International Market Performance

provide Key Clients with Daily Information Related to Trading and Market Movements

contact all Mapped Clients Through Daily/weekly/monthly Calls, Regularly Maintaining Long Term Relationships, Deepening Relationships with Existing High Net Worth Customers So as to Increase Revenue Base for the Company

new Client Acquisition and Revenue Generation Through Sale of all Insurance, Mf, Pms, Equity Market Etc to Hni Clients.

preparation and Execution of Financial Planning

risk Profiling of Existing & New Clients.

regular Portfolio Review of Existing & New Clients.

you Need to Keep Yourself Updated About the Latest Trends of Mutual Fund & Insurance Market to Be Able to Uplift Your Expertise and to Be Able to Help the Company Magnify Profits.

use Financial Acumen and Investment Expertise to Review a Client's Profile and Develop a Plan Helping the Client to Reach His Short Term and Long- Term Investment Goals

conduct Research and Analysis On Mutual Fund & Insurance Schemes

providing Seamless & Superior Service Delivery.

travel Extensively in the City for Meeting Prospective Clients

job Specification

an Mba/pgdm (finance/marketing) Degree Holder or Focused Education in Financial Sector

relationship Managers with Prior Experience Working in a Private Bank/wealth Management Set Up.

handle and Manage Clients with a Minimum Investment Amount of Rs 1 Cr and Above.

strong Analytical Skills and Ability to Work in Teams.

Key Skills

  • Banking Relationship Management


Banking, Investments, Stock Market & Financial Services

Functional Area

Banking / Investments / Stock Market / Financial Services

Number of Vacancy



Other Bachelor Degree

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