Relationship Manager cum Dealer

1 years

1 - 3 Lacs

Posted:5 days ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:-

  • Acquiring new clients and getting business from then
  • Building relationships with clients
  • Educating clients about investments
  • Buying and selling shares on behalf of clients
  • Confirming and executing orders
  • Advising clients based on research reports
  • Achieving targets as assigned by the organization
  • Placing trade orders on behalf of the clients in equity or derivative segment
  • Conduct regular meetings and calls to update clients on portfolio performance and market trends.
  • Address client queries, complaints, and concerns promptly to maintain satisfaction.

Eligibility Criteria :-

  • Education: Graduate in any discipline
  • Certification: NSIM Series VIII certification is Required

Skills:-

  • Customer relationship management, Account management, Relationship building, Cross-selling/Up-selling, Problem-solving.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Schedule:

  • Day shift

Education:

  • Bachelor's (Preferred)

Experience:

  • Total: 1 year (Preferred)

Work Location: In person

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