Responsibilities
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.
Experience : 3 - 5 Years
No. of Openings : 1
Education : Any Bachelor Degree
Role : Banking Relationship Manager
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India