Relationship Manager / Wealth Manager - Equity Sales

Job Description : - Relationship Manager / Wealth Manager - Equity Sales

• Maintaining the relationship with the customers.
• To cross-sell the investment party products.
• Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.
• Generate revenues and AUM for the company as per the expectation.
• To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.

Skills Required

Relationship Management, Sales, Investment Advisory, Revenue Generation