• Relationship Manager Equity Jobs in Mumbai City - 23828752

  • Sharekhan
  • Mumbai City

Job Description:

Key Responsibilities

  • Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite

  • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market

  • Placing orders on behalf of clients based on Client s request Update client for order and trade on recorded line after or during market hours

  • Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship Maintain 0% dealing error

  • Maintain daily client s activity

  • Ensuring the highest level of service to the clients

  • Ensure resolution of client queries within TAT

  • Activate dormant clients

  • Ensure regular client meetings

  • Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers

  • Follow guidelines of Compliance and Risk management

Required Qualification

  • Graduate or Post Graduate or NISM Certification required

  • 2 to 8 years of experience in handling retail or HNI clients

  • Background from broking industry possessing equity as one of their core products

  • Knowledge of technical charts


Profile Summary:

Employment Type : Full Time
Industry : Banking / Financial Services
Salary : Not Disclosed
Deadline : 15th Apr 2020

Key Skills:

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