Detailed Job Description
We are looking for Relationship Manager(Demat Accounts / Equity Portfolios)

Experience and and qualification:
Graduate/ PG in Finance/Marketing with 1 yr of exp in a stock broking firm having Good communication skills, Understanding financial preferences of the customer, Financial planning & analysis , Excellent service skills and relationship building skills, Knowledge in Indian Stock Marketing is Mandatory

Key Skills:
NCFM Certification is an added advantage
Must have the ability to work individually and as a group.
Should be self driven and target oriented.
Should act as a productive resource by fulfilling the budgetary expectations of the organization.

Responsibilities and Duties:
Hands on Experience in Handling and acquiring High Net Worth Individuals.
Advising and helping the new clients regarding the Demat accounts.
Prior Experience with Wealth Management Role.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet of existing clients.
Helping the clients with portfolio transfers.
Organizing Marketing Campaigns in all formats.


Keywords
Good communication skills, Understanding financial preferences of the customer, Financial planning & analysis , Excellent service skills and relationship building skills, Knowledge in Indian Stock Marketing is Mandatory,


Interview Information
Job Location : Bangalore
Interview Location : Bangalore
Contact Person Name : Shilpi Gupta
Contact Number : 8296643355

Company Profile
Financial Company