Relationship Manager

Job Description:-

Role & responsibilities

• Execute the orders on behalf of clients.
• Ensure the volume of trade is higher & clients trade frequently.
• Promoting research calls to increase volume & frequency of trade.
• Maintaining high Activation Ratio and High no. of traded clients.
• Punch orders for clients on NSE/ BSE terminals.
• Recommending and guiding the clients on investment strategies.
• Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc.
• Monitor client exposure limits.
• Solving queries of the clients regards market and investment.
• Drive focus on generating new business/client base
• Responsible to ensure all activities are in adherence as per Compliance framework.

Preferred candidate profile:-

• Good communication (verbal and written) skills
• Ability to speak in local language and English
• Graduate from recognized university or college
• Strong product knowledge and understanding of capital market
• Ideally minimum of 1 year experience in Equity broking
• Holds latest certificate of NISM 8
• Understanding of local market and captive client base
• Should have basic computer knowledge of using email.
• NISM 8 Certificate is mandatory