1 - 3 years
3 - 7 Lacs
Posted:-1 days ago|
Platform:
Work from Office
Full Time
Job description Relationship manager:
Stock Broking Company name: Daily Gong MSE financial services limited. Job Title: Relationship Manager Employment Type: Full-time. Our website: www.msefsl.com Key responsibilities: The Relationship manager will be responsible for managing outbound calls, building client relationships, updating clients on market data, and facilitating trading and demat account processes. The role demands strong communication skills, financial product knowledge, and the ability to ensure.. Build and maintain strong, long-term relationships with clients to enhance satisfaction and loyalty. Conduct client profiling to understand financial goals, risk appetite, and investment preferences. Suggest and cross-sell suitable financial products including Equity, Derivatives, Commodities, Currency, and Mutual Funds. Provide investment advice and solutions tailored to client requirements. Continuously monitor client portfolios and provide timely updates or recommendations. Acquire new clients & generate business. Maintain and strengthen client relationships. Advise on equity, F&O, commodities & mutual funds. Ensure smooth trade execution & resolve client queries. Achieve revenue & brokerage. Stay updated on markets, research & products. Coordinate with research, operations & support teams.
MSE Financial Services Limited
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