Relationship Manager - Equity

Roles and Responsibilities

• Acquire New Clients / Franchisee
• Responsible to generate brokerage primarily through advising clients on their equity portfolio
• Develop and maintain a long term relationship with customers and focus on generating new business
• Will need to be constantly updated with the market knowledge
• Ensure all the activities are in adherence as per compliance and risk.
• Keeping the clients updated on their orders
• Crossing selling third party products like Mutual fund, SIP, and PMS
• Candidate should have good communication skill
  

Desired Candidate Profile

• Strong understanding of Equity Trading, Stock Market, NISM certification (or willingness to obtain).
  
• Ability to work independently with minimal supervision while meeting sales targets.