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Contactx Resource Management
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Relationship Manager- Wealth / Equity Dealer/Advisor- Jaipur

Relationship Manager- Wealth / Equity Dealer/Advisor- Jaipur

Contactx Resource Management

3 - 8 years

5 - 8 Lacs

jaipur

Posted:2 weeks ago| Platform:

Apply

Skills Required

wealth management mutual funds broking insurance stock broking financial service banking equity asset management investment advisory investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

wealth management, stockbroking, investment banking, and insurance, serving retail, HNI, and institutional clients

is hiring for below roles in large numbers in -JAIPUR

Call on 8859766816 / 941250851 / 8755187878

send cv on rm@contactxindia.com

Role & responsibilities

Relationship Manager:

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
Promote Focus Product of the month
Maintain records of business on internal software CRM etc.

Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

Equity Dealer:-

Execute the orders on behalf of clients
Confirmations of trade done by EOD
Ensure the volumes of trade are higher & clients trade frequently
Cross promoting of third party products of the company to the same Clientele.
Accurate & timely execution of orders on terminal (Sauda Punching on Terminal)
Daily processing & confirmation of trades
Punch orders for clients on NSE / BSE terminals
Monitor client exposure limits
Solving Queries of the customers

After Market Hours Cross Selling of Financial Product with existing clients

Preferred candidate profile

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