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19/04 Preity Goyyal
Founder at Serving Skill

Views:11 Applications:9 Rec. Actions:Recruiter Actions:2

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

Mumbai Job Code: 322103

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..

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