Relationship Manager

Desired Candidate Profile

• Hands on experience in stock market at terminal dealing with Retail / HNI customer.
• Excellent Knowledge in Capital Market and good speed in executing trades.
• Strong focus on client acquisition, client servicing with good sales acumen.
• Candidates should have good Communication & Presentations skills.
• Excellent Networking skills for new business development.
• Good relationship management skills.
• Customer-oriented mind-set.
• Problem-solving attitude.
• Cross Selling.

Qualification

• Any Graduate or Post Graduate
• NISM-VIII Certification is mandatory
• Experience: 1 to 5 years of experience in Stock broking Industry

Roles and Responsibilities

As part of the dealing team you are responsible to:

 

• Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge.
• Develop new clients and retain client customer base.
• Communicating trading calls and investing Ideas to customers.
• Thorough knowledge of all exchange rules, regulations and compliances.
• Ability to advise the clients from time to time based on the research calls.
• Generating brokerage and volume.
• To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations.
• Identify new streams for revenue and maintain cordial relationship with existing clients.
• Developing relationship with Clients and generating leads through references.
• Achieve laid down target W.r.t Revenue Generation and Client Activation.
• Cross selling third party products (Life Insurance & Mutual funds).
• Contacting customers who have newly opened the Demat /Trading account via call
• Making them aware about the services and products
• Resolving customer queries
• Build strong relationship with clients
• Trading on behalf of the customer
• Go the "extra mile" to meet sales quota and facilitate future sales
• Responsible for managing client s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
• Responsible for brokerage generation.
• Research and build relationships with clients.
• Identify opportunities for campaigns and distribution channels to increase the business.
• Graduate/Post Graduate
• NISM Certification required
• Minimum 6 months to 1-year experience in Broking.
• Pleasant personality and good communication skills.
• Basic knowledge of finance and financial products.