New Opening in Share Market For Adviser, Company Provide Salary + Incentive Location In Vashi Near By Station, Call HR Team For More Information
JOB descriptions for Relationship Managers in Investment Advisory Firm A) Required Skills of Relationship Manager :- 1) Strong communication Skill both Verbal & Written 2) Hardworking & Loyal to the Organization 3) Strong Client Relationship Building Skills 4) Strong Knowledge of Services & Product of Financial Advisory Firm 5) Dedicated to work & assist clients as per there need B) Roles of Relationship Manager :- 1) Cold-Calling to Prospective Potential Clients to inform them about firm “Product & Services” on offer 2) Risk-Profiling & Questionnaire of Clients 3) Sell Financial Services to Prospective Clients as per there requirements & eligibility 4) Complete the required SEBI formalities with the clients (Client Agreement/ KYC, etc) 5) Achieve there financial goals & targets 6) Regular Learning & updating onself about Firm Products & Services & Sharping skills & knowledge base 7) Disciplined & following Strict Compliance & Regulations of firm and authorities (Recording & Data Management) 8) Required NISM certified candidate.
FIXED SALARY + UNLIMITED INCENTIVES 1st and 2nd SATURDAY half day + SUNDAY FIXED HOLIDAY HINDI MANDATORY , IF YOU KNOW ANY ADDITIONAL LANGUAGE LIKE, TAMIL,TELUGU,KANNADA YOU WILL GET EXTRA AMOUNT EVERY MONTH ON LANGUAGE
JOB descriptions for Relationship Managers in Investment Advisory Firm A) Required Skills of Relationship Manager :- 1) Strong communication Skill both Verbal & Written 2) Hardworking & Loyal to the Organization 3) Strong Client Relationship Building Skills 4) Strong Knowledge of Services & Product of Financial Advisory Firm 5) Dedicated to work & assist clients as per there need B) Roles of Relationship Manager :- 1) Cold-Calling to Prospective Potential Clients to inform them about firm “Product & Services” on offer 2) Risk-Profiling & Questionnaire of Clients 3) Sell Financial Services to Prospective Clients as per there requirements & eligibility 4) Complete the required SEBI formalities with the clients (Client Agreement/ KYC, etc) 5) Achieve there financial goals & targets 6) Regular Learning & updating onself about Firm Products & Services & Sharping skills & knowledge base 7) Disciplined & following Strict Compliance & Regulations of firm and authorities (Recording & Data Management)
JOB descriptions for Relationship Managers in Investment Advisory Firm A) Required Skills of Relationship Manager :- 1) Strong communication Skill both Verbal & Written 2) Hardworking & Loyal to the Organization 3) Strong Client Relationship Building Skills 4) Strong Knowledge of Services & Product of Financial Advisory Firm 5) Dedicated to work & assist clients as per there need B) Roles of Relationship Manager :- 1) Cold-Calling to Prospective Potential Clients to inform them about firm “Product & Services” on offer 2) Risk-Profiling & Questionnaire of Clients 3) Sell Financial Services to Prospective Clients as per there requirements & eligibility 4) Complete the required SEBI formalities with the clients (Client Agreement/ KYC, etc) 5) Achieve there financial goals & targets 6) Regular Learning & updating onself about Firm Products & Services & Sharping skills & knowledge base 7) Disciplined & following Strict Compliance & Regulations of firm and authorities (Recording & Data Management)
JOB descriptions for Relationship Managers in Investment Advisory Firm A) Required Skills of Relationship Manager :- 1) Strong communication Skill both Verbal & Written 2) Hardworking & Loyal to the Organization 3) Strong Client Relationship Building Skills 4) Strong Knowledge of Services & Product of Financial Advisory Firm 5) Dedicated to work & assist clients as per there need B) Roles of Relationship Manager :- 1) Cold-Calling to Prospective Potential Clients to inform them about firm “Product & Services” on offer 2) Risk-Profiling & Questionnaire of Clients 3) Sell Financial Services to Prospective Clients as per there requirements & eligibility 4) Complete the required SEBI formalities with the clients (Client Agreement/ KYC, etc) 5) Achieve there financial goals & targets 6) Regular Learning & updating onself about Firm Products & Services & Sharping skills & knowledge base 7) Disciplined & following Strict Compliance & Regulations of firm and authorities (Recording & Data Management)