Sr. RELATIONSHIP MANAGER / RELATIONSHIP MANAGER - Key Responsibilities 1. Acquisition of new clients (Demat / trading a / cs Equity / Commodity / Currency).
2. Selling Investment product like Demat A / c, Mutual Fund, PMS, Life Insurance. 3. Holding & participating in events for lead generation activities.
4. Maintaining client relationship. 5. Providing prompt and quality broking services to clients and channel partner. 6. Remain update about the latest investment products and market trend.
7. To guide the client about the suitable investment / trading products as per clients profile. 8. To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee.
9. To ensure the Revenue & Third party products target achievement. Required Skills 1. Should have depth knowledge of all financial products.
2. Should be target oriented. 3. Should have good communication, presentation and interpersonal skills. 4. Should have good tele-marketing skills.
5. Should be self-initiative. 6. Remain updated about the present market scenario and financial market products and trends.
7. Should have zeal to help clients in achieving their financial goals.