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Relationship Manager

1.00 to 5.00 Years   Pune   23 Mar, 2019
Samarpak Management Solutions
Job LocationPune
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional Areaquity Research
EmploymentTypeFull-time

Job Description

We are looking for Relationship Manager for Share Trading and Wealth Advisory Company with Hands on experience ofShare Market, Insurance, and Investment Banking Industry.Job Role and Responsibilities:

  1. Relationship Manager (Fresher & Experienced)
  2. Experience: 1 to 3 years(People who can immediately join will be preferred)
  3. Acquisition of De-mat / Trading account from open market and leads (Offline & Online).
  4. Should Achieving monthly targets.
  5. Must Achieving minimum margin amount target
  6. Conduct lead generation activities for sales penetration.
  7. Meeting clients and pitching cross sales & wealth products.
  8. Wealth products include Life insurance, General insurance & fixed deposits, Mutual Funds etc
  9. Generate Equity Business and maintain strong client relationship
  10. Good Negotiation Skills
Qualification and Experience:B.Com/ M.Com/ MBA Finance Graduate with 01+ years of experience in Share Market, Insurance, and Investment Banking Industry.Company : Wealth Advisory Pvt, Ltd at Office No. 222 , East Wing, Arora Tower, MG road , Camp, Pune.Salary : 20k to 25 K as per experience and Qualification

Keyskills :
salesmarketingmanagementrelationshipbusinessportfoliomanagementinvestmentadvisoryequityadvisorysharemarketofficemutualfundsequityfunddevelopmentsecuritypolicyfinancialadvisorywealthmanagement

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