Equity Market

As a Relationship Manager-Advisory at our company in Ludhiana, your role will involve acquiring new customers and servicing existing relationships to achieve set IR targets. You will be responsible for managing the High Net Worth customer base and achieving the business targets assigned, including cross-selling, enhancing, and upgrading the High Net Worth relationships. Your duties will also include profiling customers and providing solutions to meet their financial needs, ensuring the highest levels of service to the customers, and offering investment advice and financial planning on equity, F&O, Currency, Commodity, Insurance, Mutual Funds, Loans, and Mortgages. Key Responsibilities: - Acquire new customers and service existing relationships - Achieve set IR targets - Manage the High Net Worth customer base - Achieve business targets through cross-selling and upgrading relationships - Profile customers and provide financial solutions - Ensure the highest levels of service to customers - Provide investment advice and financial planning on various financial products - Demonstrate good interpersonal and communication skills - Possess sound knowledge of financial concepts Qualifications Required: - MBA or Graduation degree - 2 to 4 years of experience in a similar role Please note that this is a brief summary of the job description.,