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| Job Location | Pune |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Broking |
| Functional Area | Securities TradingSales / BD |
| EmploymentType | Full-time |
Dear Candidate ,We are looking forRelationship Manager Advisor with Leading Stock Broking firmKindlygo through the attached -Profile :- Relationship Manager AdvisorLocation :-Pune / Mumbai / AhmedabadSalary :- As per company normsExperience :- min 1+yrsGender:- Male / FemaleQualification :- GraduateCertification Required :- NISM VIII--Responsible for trading on behalf of clients.-Providing insights and investment advice to the potential and existing clients.-Responsible for reactivation of dormant clients.Business/ Operational/ Functional/ Financial Perspective-Execute the orders on behalf of clients by doing pre trade post trade confirmation.-Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.-To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.-Responsible to ensure all activities are in adherence as per Compliance.-Responsible to generate brokerage primarily through giving research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.-Responsible for reactivation of dormant clients.-Ensure growth in clientele by converting leads.-Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients).-Customer/Client relationship Management.-Compliance of Organizations philosophy, procedures and Policies.(0% violation of policies ).-MIS /Data Management (Protection & Confidentiality).Thanks and Regards,Dolly SatraIntact Search9930372633dolly.Intactsearch@gmail.com
Keyskills :
ism equity advisory share market mf mutual funds stock broking neat equity sales cross selling equity dealer stock market equity rm relationship management odin bolt