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Relationship Manager

0.00 to 4.00 Years   Thane, Mumbai City   26 Jun, 2022
A2Tech
Job LocationThane, Mumbai City
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryBroking
Functional AreaInvestment Banking / M&ASecurities Trading
EmploymentTypeFull-time

Job Description

    • Designation - HNI Relationship Manager
    • Grade - Officer / Senior Officer
    • Location - Thane, West
    • Department - Business Sub Department - Broking
    • Reporting to Team Lead - HNI
    • Salary CTC upto 4.50 LPA
    Other perks - Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee +Family) + Paid Leaves + Annual Increment + Performance Linkedin Bonus.Desired Candidate ProfilePost Graduate (Finance) with NISM VIII Certification with Good Knowledge of Stock Market/ Equity based products i.e. Mutual Funds, Portfiolio Management Services, IPO, etc. and other TPP i.e. Insurance, Bonds, Debentures. The candidate with prior experience of sales/ marketing of financial products.Company Profile:5paisa is the part of India Infoline (IIFL),an established financial service provider firm offering diversified business model that includes finance and credit, asset management, wealth management, financial product distribution, investment banking, stock and currency broking, IPO, Mutual Funds, FDs, bonds, ETF, Insurance and advisory services.5Paisa is Mumbai Head Office based discount brokerage firm offering Invest Mutual Funds and IPOs, Trade - in Equity & Currency and Insure Insurance package under one platform.Job Responsibilities:
    • Managing HNI/Ultra/ Super HNI Clients, retaining & enhancing advisory relationships. Manage Trading and Monitoring the top clients and their needs from 360 degree solutions. Handling HNI Advisory / AUM.
    • Advising clients to build a strong portfolio through asset allocation process mainly into equities & mutual funds based on short to long term holding period.
    • Providing the advisory regarding the strategies for securities investment ideas in stocks and generating revenue for the organization.
    • Attending client queries and resolving the same at best possible level to assure client satisfaction.
    • Good understanding & knowledge of Back office & portfolio.
    • Upsell / Cross Sell to existing clients.
    • Strong Market Understanding
    Desired Candidate Profile:
    • Graduate with Broking Experience.
    • Minimum 1 to 2 years in handling HNI/Ultra Relationship.
    • In Depth Knowledge of Equity & Derivatives and keep oneself updated on financial
    • markets.
    • NISM 8 Certified.

Keyskills :
salesfinancial servicesrelease management

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