Shri Venkatesh Stock Broker Ser. (I) Pvt. Ltd.
Website:
venkateshindia.com
Job details:
Role Description
We are hiring Relationship Managers to acquire new clients, manage relationships, and provide investment solutions in equities, derivatives, and mutual funds.
Key Responsibilities:
- Client acquisition through field visits, cold calling, and networking
- Maintain and grow client relationships
- Recommend investment products based on client needs
- Execute trades and ensure compliance
- Achieve sales targets
- Handle client queries and assist with trading platforms
- Complete KYC and account opening documentation
- Cross-sell other financial products
Eligibility:
- Any Graduate
- Mandatory: NISM Series VIII
- Good communication & sales skills
- Proven ability to meet targets and drive business growth through client acquisition and portfolio management activities.
- Ability to analyze market trends and provide effective investment recommendations.
Click on Apply to know more.
