Branch Advisory (Wealth & Portfolio Management) - UHNI / HNI / Retail

3 - 8 years

3.0 - 8.0 Lacs P.A.

Navi Mumbai, Thane, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

EquityStock BrokingCross SalesTPPEquity AdvisoryThird Party ProductsEquity BrokingEquity SalesFinancial AdvisoryEquity TradingEquity Market

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager/Senior Relationship Manager Experience required : 4 Years + Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Signature :- Date :-

Financial Services
Mumbai Maharashtra

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