Candidate Profile:
We are looking for a Relationship Manager with the following attributes:
· 3 to 5 years of hands-on experience in Financial Intermediaries (Stock Brokers, Wealth Managers, AMFI registered MF distributors)
· Commerce Graduate preferably with NISM certification
· Clear conceptual knowledge of Equities
· Working Knowledge of Excel
· Residing in suburbs (Andheri to Dahisar) and willing to work on Saturdays
· Excellent communication and persuasive skills
CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification
Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point,
Key Responsibility Area (KRA):
· Client sourcing
· Client onboarding
· Day to Day management of Client transactions with operations
· Client query solving and objection handling
· Periodical Client portfolio review
· Upsell
Key Performance Indicators (KPI):
· Client conversion ratio
· Client retention ratio
· Client wallet share
· New Client referrals
· Client satisfaction ratings
Working Days
6 days working
Working Timings
time : 9:30-6:30