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Relationship Manager/Relationship Manager

Relationship Manager/Relationship Manager

ITI Securities Broking Ltd.

0 - 7 years

2 - 3 Lacs

Chandigarh

Posted:2 weeks ago| Platform:

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Skills Required

trading insurance team management investment business development retail sales financial services sales shares marketing relationship management portfolio selling portfolio management acquisition wealth management mutual funds finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Acquisition of High Net Worth customers 2) Acquiring new customers and cross sell of third partyproducts 3) Initiate and conduct micro marketing events focused ontarget segments 4) Suggesting the scrip to the client for trading andensuring maximum profit to client which is recommended by our research team 5) Handling portfolio of the client according to hisnature of investment 6) Building relationships with clients & educatingthem about Investments 7) Buying & Selling of shares on Behalf of clients 8) Confirmation & Execution of orders 9) Advising clients based on research reports 10)Achieving targets as assigned by the organization on amonthly/ quarterly and yearly basis

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Relationship Manager/Relationship Manager

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