About Company: Leading BFSI company of India

Job title: Relationship Manager

Number of requirements : 01

Job location: Valsad,Gujarat

Educational Qualification any Graduate, NCFM certification required with relevant work experience

Work Experience:

- 0 to 2 years in broking and financial institution in dealing and risk management

- Should have good communication skills

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 supervisor's 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

Personality:

- Careful and diligent even meticulous with a good dose of common sense

- Efficient, effective and organized in both the physical and digital words

- Modestly confident and also personable, good humored and trustworthy

- Informal but 100% professional while respecting traditional courtesy and good manners.

- CTC: Up to 2.40 Lacs(p.a) + Incentive (depends on current CTC, work experience & qualification)

- Key Skills: MS Excel, PowerPoint, Word software,Analysis skill,responsible

- Location: Valsad

- Required Experience: 1-5 yrs

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