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Relationship Manager Equity

2.00 to 8.00 Years   Mumbai City   25 Feb, 2021
Sharekhan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

Key Responsibilities.

  • Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.
  • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.
  • Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.
  • Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.
  • Maintain daily client s activity
  • Ensuring the highest level of service to the clients.
  • Ensure resolution of client queries within TAT.
  • Activate dormant clients.
  • Ensure regular client meetings.
  • Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.
  • Follow guidelines of Compliance and Risk management
Required Qualification.
  • Graduate or Post Graduate or NISM Certification required
  • 2 to 8 years of experience in handling retail or HNI clients
  • Background from broking industry possessing equity as one of their core products
  • Knowledge of technical charts
,

Keyskills :
salesmarketinginsurancecustomer relationsbankinghni client handlingmutual fundscross sellingequity marketplacing ordersrisk managementclient handlingfinancial productsrevenue generationgenerating revenueclient relationshiphnisetrisknism

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