Relationship Manager-Stock Broking PhillipCapital India Pvt Ltd.

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

You will be responsible for acquiring High Net Worth customers by initiating and conducting micro marketing events focused on target segments. Your role will also involve acquiring new customers, cross-selling third-party products, and suggesting trading scrips to clients for maximizing profits based on our research team's recommendations. Additionally, you will handle each client's portfolio according to their investment preferences, build strong relationships with clients, educate them about various investment opportunities, and provide investment advice based on research reports. Meeting and exceeding the targets set by the organization on a monthly, quarterly, and yearly basis will be a ...

Posted 2 months ago

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MBA Finance Fresher Swastik Placement Agency

0.0 - 4.0 years

0 Lacs

ahmedabad, gujarat

On-site

You will be responsible for advising clients through calls or chat, providing them with information about the products and services offered. Your role will involve giving advice on investments such as stock cash services, future services, and commodities. It will also be essential to update client information in the database and work towards achieving given sales targets. Handling client queries before and after trade through inbound calls and chat will be part of your daily tasks. You will also need to ensure that all activities are carried out in adherence to the compliance framework. Building strong relationships with clients and educating them about various investment opportunities will ...

Posted 3 months ago

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