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Relationship Manager / Senior Relationship Manager NRI Desk

Relationship Manager / Senior Relationship Manager NRI Desk

ConfidentialKolkata, Hyderabad / Secunderabad, Telangana, Ahmedabad
30+ days ago
Job description
  • Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking
  • Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk.
  • Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.
  • Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
  • 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,
  • Help customers to Execute trade online and place orders on behalf of customers.
  • Achieve healthy revenues without compromising on clients profitability.
  • Acquiring new clients through existing clients referrals.
  • Activating inactive clients through regular followups.
  • Regularly following-up with clients and handling their queries.
  • Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
  • Responsible for adding new NRI and HNI Clients
  • Handling NRI Clients for Equity Broking
  • Domain Knowledge of Products like - Equity / Stock Broking, PMS, Mutual Funds, AIF, Bonds
  • Experience in handling B2C

    • Skills Required

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

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    Relationship Manager • Kolkata, Hyderabad / Secunderabad, Telangana, Ahmedabad

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