Relationship Manager/Senior Manager - Securities

Excellent Opening for Relationship Manager/ Sr. Manager in Leading Securities Industry

Excellent Opening for Relationship Manager/ Sr. Manager/ AVP in Leading Securities Industry

Location - Mumbai, Pune, Delhi, Ahmedabad, Kolkata, Hyderabad, Chennai, Bangalore

Experience - Minimum 1 Year

Note - Required Experience only from Banking, Broking, Financial and Securities industry.

Please do not apply fresher's

Opening for the Individual role.

KEY RESPONSIBILITIES AND ACCOUNTABILITY :

1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

3. Will be responsible for primarily selling Equity based investment products.

4. Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured products.

5. Responsible for achieving targets as assigned by the organization on a monthly basis.

6. Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.

7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

8. Provide regular updates to the immediate superior as and when required.

Please share updated resume asap