Senior Relationship Manager - Dehradun/Uttarakhand, India - iimjobs

Description

• Thorough understanding of the capital markets, including regulations, NCFM certification.
• Adequate knowledge of the equity market and the dynamics of the broking business.
• Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
• Responsible for business development through acquisition of high networth clients
• Responsible for identifying customer needs and assessing their risk appetite
• Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
• Responsible for achieving targets based on acquisition and revenue generation through equity
• Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
• Provide regular updates to the immediate superior as and when required
• Crosssell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
• Analyze client portfolios and make necessary suggestions.
• This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
• Must ensure the growth of AUM and IR from existing customers mapped to them