Senior Relationship Manager

Responsibilities

• Execution of trade orders on behalf of clients.
• Building relationships with clients & educating them about Investments.
• Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).
• Client meetings and bank branch visits as per goal sheet.

Qualifications

• Graduation (preferably in finance specialization).
• NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds).
• Stock Market knowledge is mandatory.
• Should possess good communication skills.

Required Skills

• 4 Years and above Experience.
• Executing Trade Orders.
• Advising Clients based on Research Report.