Senior Relationship Manager - PBG (Emerald) Desk - HNI / UHNI
ConfidentialAhmedabad, Surat30+ days ago
Job descriptionJob Description : Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Client meetings and bank branch visits as per goal sheet.
Specialized Activities :
- Executing Trade Orders.
- Advising Clients based on Research Report.
- Graduation is must.
- NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
- Stock Market knowledge is mandatory.
- Should possess good communication skills.
Required Criteria :
Skills Required
Client Relationship Management, Portfolio Management
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Relationship Manager • Ahmedabad, Surat
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