• RELATIONSHIP MANAGER - WEALTH / Equity Dealer / Equity Advisor-Stock Broking Firm

    MONEYQUEST

    1. 0 - 15 yrs
    2. Pune NA NA NA
    NA
    Rs 2,00,000 to 25,00,000 p.a.

Apply Now View All Jobs by this Recruiter

  • Job View 188 Views
  • Applicants Less than 5 Applicants
  • 2018-07-29

Job Description

Stock broking franchise in Pune looking for experienced Relationship Manager to source HNI & NRI clients. We also looking for Equity dealer, commodity dealer, tele callers, investment advisors.

Purpose of this role : To generate high revenues for the organization through various channels.

1. Graduate / Post graduate fresher's and with minimum 1 yr exp in Equities on the client advisory side

2. Should have sound understanding of capital markets,

3. Should be a result-oriented, self-starter, proactive, good communication skills.

4. Should possess strong networking & relationship building skills.

5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.

Client Relationship Management

Responsible to generate brokerage primarily through advising clients on their portfolio

Develop and maintain a long-term relationship with customers to maintain a high level of retention of client base

Drive focus on generating new business/client base

Product Knowledge

Keep abreast with the market knowledge and market intelligence.

Responsible to ensure all activities are in adherence as per Compliance framework.

Provide information and regular updates to immediate manager

CANDIDATES WITH HIGHER EXPERIENCE CAN BE CONSIDERED FOR BUSINESS DEVELOPMENT MANAGER POSITION.

Good salary will be provided to deserving candidates and up to 100% salary raise will be given. Please provide your current salary proof.

Industry

Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy

10

Education

Other Bachelor Degree


About MONEYQUEST

Wealth/relationship Manager - HNI Sales
1. SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Learn more...

read more
Apply Now



Career Insights For Your Growth