HR Consultant at Irasol India
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Dealer/Relationship Manager/Senior Relationship Manager - BFSI (0-8 yrs)
As the front-end, a relationship manager's role involves working with clients to help them make the right decisions with their investments and explain the investment products on offer to them. In this role, one is expected to identify possible sales opportunities and generate new business for the company.
Please find the job Specification As below
Experience : 0-8 yrs
JD for Dealer:
- Meeting targets of Broking revenues.
- Margin collections for trade both online and through cheques/RTGS.
- Working on direct databases for activation/reactivation/retention of clients.
- Daily activity on dealer terminals.
- Ensuring execution on internal research calls.
- Ensuring 100% order placement under voice recorders.
- Ensuring after market confirmations to customers on voice recorders.
- New Client Acquisition
- Require NISM, IRDA
JD for Relationship Manager:
- Responsible for New HNI Client Acquisition of trading accounts.
- Responsible for Meeting targets of Broking revenues.
- Responsible for Margin collections for trade both online and through cheques/RTGS.
- Ensuring work on direct databases for activation / reactivation / retention of HNI clients through direct & in direct clients.
- No specified Authorities
- Require NCFM, AMFI
- JD for Senior Relationship Manager:
- Acquisition of customer for wealth management.
- Generating revenue by sales mutual fund, portfolio management Services, private Equity products.
- Telecalling appointment fixing outbound customer meeting.
- Guiding and advising new /existing customer in financial portfolio management.
- Ensuring regulatory Compliance & company Policy.
- Require NISM, IRDA
If you are intersted in the above job opening. Reach me out @ 8695477702
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