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Relationship Manager cum Dealer @ Win Solutions

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 Relationship Manager cum Dealer

Job Description

  • Qualification: BBA or B Com graduate, NCFM certification preferred
  • Experience: 0 to 2 years in broking and financial institution in dealing and risk management
  • CTC: Based on candidates experience and merits
  • Location: Based on vacancy chart

Responsibilities:

  • Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc.
  • Reactivation of existing clients through personal meetings, seminars, conference, telephonic calling etc. Discussing various lucrative investment opportunities and assisting them various instruments like IBT, IPOs, NPS etc.
  • To provide client service and engagement at 360 degree levels.
  • Required to develop and execute customize events like Canopy, customer awareness seminar, outdoor marketing activities etc.
  • Providing branch operational supports.
  • Developing healthy relationship with sub-brokers and doing intervention with them as per supervisors advice.
  • All mass file downloading, reading of research report and limit opening for some special clients
  • Trading activity, dormant client follow up, some prospective client follow up.
  • Trade confirmation
  • Business development, new acquisition, service call, marketing activity etc.
  • Reporting to branch manager, any other service activity or follow up work for business development.

Skills:

  • Proficient knowledge of MS Excel, PowerPoint, Word software.
  • Excellent written and verbal communication skills.
  • Problem Solving or Analysis skill.
  • Should be Accurate and responsible

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Equity Research
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager cum Dealer

Contact Details:

Company: Atwin Solutions
Location(s): Multi-City, India

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₹ 6 - 14 Lakh/Yr

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Win Solutions

https://www.sbilife.co.in