Relationship Manager / Senior Relationship Manager - NRI Desk

1) Responsible for Handling NRI HNI Clients

2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.

3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,

5) Help customers to Execute trade online and place orders on behalf of customers.

6) Achieve healthy revenues without compromising on clients profitability.

7) Acquiring new clients through existing clients referrals.

8) Activating inactive clients through regular followups.

9) Regularly following-up with clients and handling their queries.

10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.

11) Responsible for adding new NRI HNI Clients.

Skills Experience :

1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series - VIII (Equity derivatives).

Skills Required

Client Management, Financial Analysis, Risk Assessment, Portfolio Management, Customer Retention, Market Research