Relationship Manager
Responsibilities
- Acquiring high value relationships into the HNI Broking vertical (EQUITY)
- Managing Large Trader Clients/Big Ticket size Client Acquisition & service
- Managing relationship of super HNI clients, retaining & enhancing advisory relationship
- To generate revenue from existing customers mapped and from new clients.
- To execute cross sell efforts as per focus of the organization at any given point in time.
- To keep one self-updated on the financial markets and in advisory products / services in particular.
- Identifying client's potential and offering services accordingly to maximize business income.
- Error-free and smart trade execution, resolving queries and providing solutions in a timely manner, managing risk, maintaining margins and balances as per daily carry forward positions.
Department
Business Development
Locations
Vadodara
Qualfication
Graduate
Experience
00 to 2 Years