Relationship manager- leading broking NBFC- North India

0 - 5 Years
Delhi, Faridabad, Gurgaon, Amritsar, Ludhiana, Jaipur, Chandigarh, Kanpur, Lucknow

Job Description

Job Description- Relationship manager

Job location :-Gurgaon
,Delhi ,Noida ,Faridabad ,Amritsar ,Ludhiana ,Chandigarh ,Jaipur ,Kanpur, Allahabad

Products- Equity, Bonds, MF, EMS, Bonds, Derivatives, Future.

Role and Responsibilities

The Relationship Manager will be responsible for acquiring new clients
Maintaining client / Channel partner relationships and generate revenue from CP and clients.
Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.
Sourcing and servicing Demat A/C and for Equity Sales and resolving queries
Revenue generation through new and existing client
Coordination with KYC team for documentation and compliance

Preferred Skills
NISM Certified preferred
Excellent communication skills, Good convincing/presentation skills.
Go getter attitude with prior achievements appreciated.
Team player should be able to work under pressure as & when required.
Knowledge of MS Excel, ppt & CRM know how is added advantage


Desired Candidate Profile

Please refer to the Job description above

Company Profile


Leading Broking NBFC
View Contact Details+

Contact Company:Samridhi


Not Disclosed by Recruiter

Role Category

Retail Sales


Sales/Business Development Manager

Employment Type

Permanent Job, Full Time