Advisory Relationship Manager

JOB DESCRIPTION FOR SALES OFFICER / ADVISOR / DEALER

1. ACQUISITION OF NEW CLIENTS FOR DEMAT & TRADING ACCOUNTS AND MUTUAL FUNDS.
2. PARTICIPATE IN PROMOTIONAL EVENTS AND INVESTOR EDUCATION PROGRAMMES.
3. MAINTAIN CONFIDENTIALITY OF ALL CUSTOMER TRANSACTIONS AND ENSURE COMPLIANCE OF PROCEDURES.
4. PERFORM ALL OFFICIAL DUTIES WITH HONESTY, INTEGRITY, AND REGULARITY.
5. LIAISE WITH PRINCIPAL AND ALL MUTUAL FUNDS ON A REGULAR BASIS.
6. MAINTAIN HIGH QUALITY WHILE COMPLETING PAPERWORK FOR NEW ACCOUNTS (MUTUAL FUNDS AND TRADING&DEMAT).
7. ALL OFFICIAL COMMUNICATIONS WRITTEN AND EMAIL TO BE KEPT IN OFFICE FILES AND NOT BE USED FOR PERSONAL USE.
8. TO BE NISM COMPLIANT / CERTIFIED FOR RELEVANT MODULE(S).
9. REGULARLY UNDERTAKE OFFICIAL TRAINING AND ORIENTATION FOR KNOWLEDGE ENHANCEMENT.
10. ACCOUNTABLE FOR PROMPT SERVICE DELIVERY TO, AND RESOLUTION OF ALL ISSUES OF, CLIENTS , WITHIN DEFINED TURNAROUND TIME.
11. MAINTAIN AND REGULARLY UPDATE CLIENT PROSPECT SHEET.

EILIGIBILTY

1. GRADUATE IN ANY STREAM. FRESHERS MAY ALSO APPLY.

2. MIN 1 YEAR WORK EXPERIENCE IN SIMILAR PROFILE WITH A REPUTED ORGANISATION.

3. GOOD COMMUNICATION AND CLIENT RELATIONSHIP MANAGEMENT SKILLS.

4. WELL VERSED WITH COMPUTERS, MS OFFICE AND, TRADING AND CRM SOFTWARES.

5. AMFI &, NISM CERTIFIED FOR RELEVANT MODULES. FRESHERS MAY ALSO APPLY WITH A CONDITION TO BE COMPLIANT WITHIN 3 MONTHS OF JOINING.

6. ACTIVE ON SOCIAL MEDIA.