Relationship Manager- Equity

0 - 5 Years
Jaipur, Ahmedabad, Surat

Job Description

  • 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

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Client Relationship Manager

Employment Type:Permanent Job, Full Time


Desired Candidate Profile

  • 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

Company Profile

The Consulting Crew

The Consulting Crew is a team of expert professionals offering peerless Recruitment & Digital Marketing solutions.
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Contact Company:The Consulting Crew