Relationship Manager, Equity Business

QuickTurtle

1 - 3 years

3 - 6 Lacs

thrissur shimoga calicut

Posted:6 days ago| Platform:

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Skills Required

client management relationship management investment advisor mutual funds broking client acquisition pms equity aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Equity sales to clients of branch with special focus on HNI clients .
Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.
Generating Net interest income through Margin trade funding (MTF) as per assigned targets
Asset gathering through Advisory products, Investment products, IPO, ETF etc.
Acquire & generate revenues from new clients.
Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.
Help customers to Execute trade online and place orders on behalf of customers .Giving confirmation of orders and trades done during the day to clients.
Advising clients with requisite information regarding the market condition.
Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite.
Ensure at least one client meeting per day is done.
1- 3 years of work experience in the financial services industry and relevant regulatory certifications, should have great client management skills. Strong analytical skills to interpret market and business information.

Location - Calicut, Thrissur, Shimoga, Bangalore-Jayanagar, Mangalore, Mysore.

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