12/08 Atif Khatri
Founder & CEO at The Hiring Story

Views:108 Applications:36 Rec. Actions:Recruiter Actions:0

Relationship Manager - Sales - Bank (0-8 yrs)

Mumbai Job Code: 86675

Role and Responsibilities

- The Relationship Manager will be responsible for acquiring new clients

- Maintaining client / Channel partner relationships and generate revenue from CP and clients.

- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.

- Sourcing and servicing Demat A/C and for Equity Sales and resolving queries

- Revenue generation through new and existing client

- Coordination with KYC team for documentation and compliance

Qualifications and Years of Experience

- Any graduate/ MBA Finance

- Years of Experience- 6 months to 8 Years only from Equity Industry

Preferred Skills

- NISM Certified preferred

- Excellent communication skills, Good convincing/presentation skills.

- Go getter attitude with prior achievements appreciated.

- Team player, should be able to work under pressure as & when required.

- Knowledge of MS Excel, ppt & CRM know how is added advantage

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