Broking, Relationship Manager

broking, relationship manager, Equity, derivaties

1 - 5years Ahmedabad ,Rajkot ,Mumbai ,Mumbai City ,Navi Mumbai ,Pune ,Jaipur ,Kolkata

Not Disclosed

Skill : Sales ,Relationship Management ,Derivatives Analyst ,Equity Dealing ,sales markeing executive ,Stock broking

Job Description :

  • Proactive measures to be implemented for getting a larger share of the investment portfolio. Generate high revenues for the organization through various channels.
  • Will be responsible for sourcing & deepening relationships from existing customer base
  • Should have effective servicing skills and should be excellent in conflict management.
  • Will be responsible for selling Equity based investment products to this set of customer base.
  • As part of this role you are responsible for acquiring customers, identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.
  • Will be responsible to develop business, maximize revenue generation & achieve sales targets
  • Equities & Currency, Commodities
  • Daily client visits to at least 3 new clients
  • Driving Sales and maintaining a high level of cross-sell & revenue generation
  • Third party product Sales
  • New Client Acquisition
  • Sales Reporting to immediate manager on daily basis.
  • Client Service and relationship management
  • Maintaining Customer Relationship
  • Tapping New Business Avenues
  • Portfolio Management

Other Details :
Department: Sales / BD
Industry : Consultancy
Roles : Sales Manager

Recruiter Details :
Company Name : SAi Management Consultancy
Company Description : Hr Consultancy
Email :

Posted by: 15-02-2019