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07/04 Shreya Gupta
HR at CareerIvy

Views:13 Applications:9 Rec. Actions:Recruiter Actions:0

Relationship Manager - Sales - Broking Services (2-6 yrs)

Guntur/Hyderabad/Vijayawada/Vishakhapatnam/Vizag/Warangal Job Code: 154539

- 2+ years of experience from Broking companies with NISM 8 certification.

- Achieving the targets by generating brokerage through dealing.

- Generating revenue through third-party products.

- Ensure the internal processes and systems are followed.

- Maintaining VRS records for all the trades.

- Following the code of conduct.

- Ensure proper certification and renewal.

- Prompt service to the clients.

- Advising and updating customers with daily movements in the stocks, with the help of research.

- Managing the portfolio of clients with minimal errors/ losses.

- Activating dormant clients.

- Maintain records of all mapped customers portfolio.

- Maintain records of all branch visits/ customer visits.

- Furnish necessary reports to the Branch Manager.

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