Relationship Manager & Dealer - Private Client Group - BFSI

Job Description:

- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/ medium term.

- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

- To acquire new HNI and UHNI clients to build a good revenue .

- To keep abreast with the market knowledge and market intelligence.

- Responsible to ensure all activities are in adherence as per Compliance & Risk.

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

Profile - Requirements

- Should have sound understanding of capital markets,

- Should be a result-oriented, selfstarter, proactive, good communication skills.

- Should possess strong networking & relationship build

- Should be having exposure in Equity Markets.