Relationship Manager

Updated: June 04, 2024 10:07 PM GMT

Choice India indore

Indore, Madhya Pradesh

Roles and responsibilities:
• Responsible to generate demat accounts primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
• To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
• To keep abreast with the market knowledge and market intelligence.
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Provide regular updates to the immediate superior as and when required.

Skills:
• Graduate / Post graduate
• Should have sound understanding of capital markets,
• Should be a result-oriented, self–starter, proactive
• Should possess strong networking & relationship building skills, and good communication skills More Detail