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Looking for Relationship Manager Sales and Equity DealerAdvisor

1.00 to 6.00 Years   Delhi,Noida   28 Sep, 2024
Job LocationDelhi,Noida
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryBroking
Functional AreaSecurities TradingInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Position: Relationship Manager Privilege:Key Job Responsibilities -
    1. Acquire quality clients through networking, data base, market intelligence and references from existing clients.
    2. Generate Cross Sell revenue through Financial Planning.
    3. Promote Focus Product of the month
    4. Maintain records of business on internal software.
    5. Induct new clients to the Central Dealing Desk for smooth interaction and services.
    6. Liaison with Central Dealing Desk for revenue generation and query resolution.
    7. Conduct activities for Client Acquisition and Financial Planning.
    8. Ensure compliance as per various regulator and organization guidelines.
    9. Maintain the brand image of the organization.
    Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position:Equity Dealer/Advisor Key Job Responsibilities -1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same.2. Review relationship incase of existing clients and increase revenue through them3. Obtain minimum five client references from existing and new clients for business expansion4. Client Servicing based on research and back office inputs5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy )6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can share their resumes@ hidden_email/hidden_mobile and can also refer your friend/Colleagues as well

Keyskills :
salesbrokingcross sellingdematdealingequitymutual fundsdirect sales

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