Industry : Investment/Wealth
Sub Department : HNI Relationship
Department : Customer Relationship
: Marol Bazar
: Mumbai
: India
: 3 - 6 p.a (INR Lacs)
: 2 - 3 Year
2nd and 4th Sat off
Rest sat upto 2 pm
Mon to Fri : 9 to 6
Role And Responsibilities:
1) Responsible for Sourcing New Clients and developing strong relationship with existing clients to Service them for their Equity, Debt & Derivative products portfolio
2) Cross Selling of Investment products Like Mutual Fund, Insurance, PMS, AIF, NCDs, Fixed Income, Structured Products etc to match Clients need based requirement of Investment and Loan Products
3) To keep abreast with market knowledge and market intelligence via Research reports and important Webinars/ trainings Published & Conducted by co on regular basis
4) Responsible to ensure all activities are in adherence as per Strict Compliance, Risk & Policies of the company
5) Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customers
6) Acquisitions of franchisee, and referral Business to grow and strengthen the business
7) Daily Calling existing and New Customer, Prospects and fixing Web and Personal Meeting with the clients and prospects
8) Role and Responsibility Involves direct acquisition of trading and Investment clients, meeting monthly revenue targets
9) Candidate Should be NISM equity & derivatives certified
18, 38
Mandatory:
1) Graduate/Post Graduate with minimum 1-2yrs experience in Equities/Derivatives on the client’s advisory side.
2) Should have sound understanding of capital markets.
3) Should be result-oriented, self-starter, proactive
4) Should possess strong relationship building skills and good communication skills.