Ketsaal - Relationship Manager - Wealth Management (1-10 yrs)
Company : Ketsaal Retails (Parent Company)
Its basically eCommerce Company, but we have a different division for Brokerage firm.
Designation : Relationship Manager/ Wealth Manager
RESPONSIBILITIES :
- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
- To maintain a synergetic relationship.
- To keep abreast with the market knowledge and market intelligence.
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Provide regular updates to the immediate superior as and when required.
SKILLS & KNOWLEDGE :
- Graduate / Post graduate with minimum 1 Year experience in Equities on the client advisory side
- Should have sound understanding of capital markets,
- Should be a result-oriented, self-starter, proactive, good communication skills.
- Should possess strong networking & relationship building skills.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
