Urgent Opening For Equity Advisor- Amravati, Ahmednagar, Parbhani

Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani

Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com

JD Relationship Manager- Dealing:-

As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.

Revenue generation

• Responsible to generate brokerage primarily through advising clients on their portfolio.
• Responsible to acquire new Clients from the Market.
• Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.

Client network development

• Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
• Focus on generating new business and build client network.

Compliance

• Maintain high level of compliance as per company norms.