Relationship Manager ( Equity Sales )

Equity Sales

Job role:

  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High Networth clients (minimum initial investment of 5 lacs & above)
  • Will be responsible for primarily selling Equity based investment products.
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Provide regular updates to the immediate superior as an when required

 

Job requirements

  • Graduate / Post graduate with 1 – 3 yrs exp in direct selling of financial products from any financial services industry.
  • Should have good communication & presentation skills.
  • May have good existing client relationships in the market.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong networking & relationship building skills

 

Categories: Relationship Manager (Equity)

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