Senior Relationship Manager - PBG Desk (Emerald) - UHNI / HNI clients Hdfc Securities

4 - 9 years

4 - 9 Lacs

Ahmedabad

Work from Office

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. 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.

Posted 2 months ago

Apply

Branch Dealer Kotak Securities (KSL)

1 - 4 years

2 - 4 Lacs

Jalandhar, Ludhiana, Chandigarh

Work from Office

Department: Broking channel Designation: Branch Dealer Grade: E1 or E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5. Responsible to ensure all activities are in adherence as per Compliance & Risk. 6. Provide regular updates to the immediate superior as and when required. Skills & Knowledge: 1. Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side 2. Should have sound understanding of capital markets, 3. Should be a result-oriented, selfstarter, proactive 4. Should possess strong networking & relationship building skills, and good communication skills. 5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives. For any other queries call on 7039279297

Posted 2 months ago

Apply

Page 10 of 10

Previous 7 8 9 10

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.