Current Openings
Relationship Manager/ Sr. RM - Equity
Position Title: Relationship Manager/ Sr. RM - Equity

Business / Department: CSEC

Rank: MG1/MG2 / MG3

Section: (if applicable)

Reports To: Branch Equity Manager

Job Purpose: Sales – responsible for addition of customers and achieving the income target.

Key Accountabilities:
  1. To identify and acquire the customers
  2. Maintaining the relationship with the customers
  3. Retention of customers
  4. To cross-sell the third party products
  5. To ensure to reach the revenue target

Job Duties & Responsibilities:
Acquiring new and prospective customers
  • Understanding the requirements of the prospect
  • Providing them with advices that helps them to sort out their problems in investment
  • Ensuring future business from those prospective customers in the long run

Maintaining cordial relationship with the existing clients
  • Understanding the current needs of the clients
  • Designing an investment option suitable to the clients
  • Solving at their investment problem and providing advisory services
  • Ensuring that the customers are satisfied and maintaining good relationship with them

Ability to generate large sales:
  • To build cordial relationship with HNI clients
  • To build good network of prospective customers
  • To target on those clients willing to take up high speculative trading.

  • 3 + Years of expe

Education / Preferred Qualifications
  • Graduation
  • Should have competent knowledge in security market is preferred
Technical Competencies
  • NCFM certified in Capital markets
Work Relationships
  • Good at team work
  • Ability to keep clients engaged through interaction with the immediate superior and research team
  • Maintaining harmonious relationship with peers, superiors, subordinates and clients
  • Cordial relationship with clients to help them in choosing an investment alternatives and ensuring long term relationship with them
  • Ability to take an initiative and drive the same
  • Ability to learn the best practices from peers, subordinates and superiors
  • Ability to implement processes
  • Good at reporting

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