This is a full-time on-site role as a Relationship Manager cum Dealer in Unlisted & Pre-IPO shares. The position is located in Mumbai, Maharashtra. Responsibilities include:
1. Client Relationship Management:
- Build and maintain strong client relationships.
2. Market Research:
- Stay updated on market trends and conduct thorough research on potential investments.
3. Due Diligence:
- Assess the financial health and risks of companies offering unlisted or Pre-IPO shares.
4. Product Knowledge:
- Possess in-depth knowledge of unlisted securities and Pre-IPO shares.
5. Transaction Execution:
- Facilitate smooth buying and selling of shares.
6. Risk Management:
- Manage and mitigate risks associated with investments.
7. Compliance and Regulatory Adherence:
- Ensure compliance with laws and regulations.
8. Communication:
- Keep clients informed about market developments and regulatory changes, providing them with guidance regarding unlisted and Pre-IPO shares, executing trades on behalf of customers.
9. Customer Education:
- Conduct educational sessions to enhance client understanding.
10. Networking:
- Build a network of industry contacts.
Experience : 1 - 5 Years
No. of Openings : 1
Education : Any Bachelor Degree
Role : Relation Manager
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India