Designation - Relationship Manager/Sr. RM:1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.6. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run.1. Generate revenues and AUM for the company as per the expectation2. Give high priority service to the customers as per the company processes3. 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 companyDesignation - Equity Advisor:- NISM Certification mandatory.- Hands on experience in stock market at terminal dealing with Retail/HNI customer.- Be updated with latest of stock market.- Capable of acquiring new clients and cross sales to old clients.- Able to generate brokerage.- An Good communication skill. (ref:updazz.com)
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