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Relationship Executive/Relationship Manager

capitalvia · 21 days ago
Indore, Madhya Pradesh, India
Negotiable
Full-time
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Roles and Responsibilities

  • New client acquisition for Trading and Demat account.
  • Revenue generation through brokerage.
  • Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs)
  • Monitor and review team members' performance and help the team to achieve maximum business
  • Maintaining client relationship
  • Remain update about the latest investment products and market trend
  • To guide the client about the suitable investment / trading products as per clients profile
  • To ensure the achievement of Acquisition Targets of HNI clients, Retail clients

Desired Candidate Profile

  • Should have depth knowledge of all financial products
  • Should be target oriented
  • Should have good communication, presentation and interpersonal skills
  • Should have good telemarketing skills
  • Should be self-initiative
  • Remain updated about the present market scenario and financial market products and trends
  • Should have the zeal to help clients in achieving their financial goals

Qualifcation, Experience, CTC:

  • Any Graduate/Any Post Graduate
  • Age not more than 35 Years
  • Experience in Stock Broking industry is Must
  • Work from Office
  • 2.5 LPA to 5 LPA

Walk In Interview Details:

  • Monday to Friday - 9 AM to 5 PM
  • Venue - 9th Floor, NRK Business Park, Vijay Nagar, Indore

Last updated on Oct 31, 2024

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