Relationship Manager - Sales - Trade Finance (1-2 yrs)
Position : Relationship Manager
Qualification : Graduate
Experience : 1-2 years
Location : Ahmedabad/Kolkata/Mumbai/Delhi
CTC : Upto 4.3 LPA
Job Description :
- Experience working in sales of Bonds, NCD, PMS, debt market, etc. is mandatory.
- Identify investment opportunities or strategies.
- Identifying, calling and visiting potential clients from time to time to promote products.
- Explain technical product, financial and service information to clients via phone calls.
- Monitor market conditions or trends.
- Prepare sales or other quotations and process the same.
- Maintain the records of all transactions.
- Travelling outside city to meet clients if required.
- Advising clients with regards to their investment in Bonds, NCD's, PMS, etc.
- Building relationships with the client and educating them about investments.
- Responsible for achieving brokerage.
- Accelerating client base.
- Executing trade orders.
- Conceptual selling of financial products categorically bonds.
- Broadly into channel partner/IFA market by and largely conceptualizing of secondary markets in bonds. (Buying and selling of bonds through IFA network).
