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Relationship Manager – Equity & Investment Products

2 years

0 Lacs

Gurugram Haryana India

Posted:3 days ago| Platform: Linkedin logo

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Skills Required

portfolios trading strategies onboarding crm

Work Mode

Remote

Job Type

Full Time

Job Description

Job Title:

Location:

Employment Type:


Role Overview

Relationship Manager / Sales Manager


Key Responsibilities

  • Generate and qualify leads via calls, emails, and digital platforms
  • Educate clients about stock market investing and our products
  • Recommend: Equity Portfolios, Mutual Funds, Index & Equity Derivatives, Option Strategies, Commodity Derivatives
  • Achieve onboarding and revenue targets
  • Maintain CRM records and follow up with clients


Requirements

  • Bachelor’s Degree (BCom preferred)
  • NISM Series XV (preferred)
  • 2+ years in financial product sales (MF, Equity, PMS, AIF, etc.) and equity & derivatives markets
  • Trading experience is a plus
  • Strong market knowledge, consultative selling skills, and target orientations


Benefits

  • Work from Home.
  • Internet reimbursement.
  • Work From Home.

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