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Senior Relationship Manager - Sales - Investment (2-8 yrs)

2-8 years

Senior Relationship Manager - Sales - Investment (2-8 yrs)

Serving Skill

posted 11hr ago

Job Role Insights

Job Description

Position - Senior Relationship Manager

Department - PBG Desk

Minimum Experience - 5+ years

Job Description :

1. Building relationships with clients & educating them about Investments

2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc)

3. Client meetings directly and joint meets along with Bank PBG RM`s

4. Pitching our research ideas to customers.

Key Requirements:

1. Graduation is must.

2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)

3. Stock Market knowledge is mandatory.

4. Should possess excellent communication skills..


Functional Areas: Other

Read full job description

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