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Relationship Manager

1.00 to 6.00 Years   Lucknow   30 Jul, 2019
RELIANCE SECURITIES LIMITED
Job LocationLucknow
EducationNot Mentioned
SalaryRs 1.5 - 4.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaEquity ResearchSecurities Trading
EmploymentTypeFull-time

Job Description

Position

  • Relationship Manager
Location
  • Branch
Reporting to
  • Cluster Head / Branch Head
Span of Control (Geog & Nos of Reportees )
  • None
Specific Responsibilities
  • Responsible for New HNI Client Acquisition of trading accounts.
  • Responsible for Meeting targets of Broking revenues.
  • Responsible for Margin collections for trade both online and through cheques/RTGS.
  • Ensuring work on direct databases for activation / reactivation / retention of HNI clients through direct & in direct clients.
Specific Authorities
  • No specified Authorities
Key Performance Indicators
  • Revenue (Equity Broking-Online/Offline)-Qtr wise milestones 10% to 15% growth on business target from quarter on quarter
Internal
  • Dealer / CSE / Equity Advisor
External
  • Customers
APPLICANT PROFILEExperiencPosition
  • Relationship Manager
Location
  • Branch
Reporting to
  • Cluster Head / Branch Head
Span of Control (Geog & Nos of Reportees )
  • None
Specific Responsibilities
  • Responsible for New HNI Client Acquisition of trading accounts.
  • Responsible for Meeting targets of Broking revenues.
  • Responsible for Margin collections for trade both online and through cheques/RTGS.
  • Ensuring work on direct databases for activation / reactivation / retention of HNI clients through direct & in direct clients.
Specific Authorities
  • No specified Authorities
Key Performance Indicators
  • Revenue (Equity Broking-Online/Offline)-Qtr wise milestones 10% to 15% growth on business target from quarter on quarter
Internal
  • Dealer / CSE / Equity Advisor
External
  • Customers
APPLICANT PROFILEExperience
  • 3- 4 years
Technical Competencies /Skills
  • NCFM Depository Mandatory
  • NCFM Capital markets Mandatory
  • NCFM Derivatives Mandatory
  • AMFI
Personal Attributes
  • Good Interpersonal skills
  • Good communication and convincing skills
  • Sound knowledge of market
  • Fast learning ability
Formal Qualifications
  • Graduation
  • Preferably MBA with specialisation Finance and Marketing
e
  • 3- 4 years
Technical Competencies /Skills
  • NCFM Depository Mandatory
  • NCFM Capital markets Mandatory
  • NCFM Derivatives Mandatory
  • AMFI
Personal Attributes
  • Good Interpersonal skills
  • Good communication and convincing skills
  • Sound knowledge of market
  • Fast learning ability
Formal Qualifications
  • Graduation
  • Preferably MBA with specialisation Finance and Marketing

Keyskills :
tradingbrokingacquisitionaccountspmsifeinsuranceclientacquisitionmutualfundsdemataccounts

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