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Sanjeev Maheshwari

Founder & Principal Associate at rFactor Consultants

Last Login: 26 April 2024

695

JOB VIEWS

186

APPLICATIONS

26

RECRUITER ACTIONS

Job Code

874139

Senior Relationship Manager/Assistant Vice President - Equity/Commodity - BFSI

3 - 15 Years.Mumbai
Posted 3 years ago
Posted 3 years ago

- Client acquisition in various category like Retail, HNI, Corporate etc. and generating broking revenue as per the organization's policies will be the prime focus area 


- Advising clients on trading and investments across all segments 


- Deepening the client relationship with regular meetings and cross-selling of various investment avenues such as Mutual Funds, Insurance, PMS, Equity Advisory, Insurance and Fixed income products. 


- Product-wise Revenue generation 


- Providing trading support/advisory support and generate revenue to achieve target 


- Handling customers for all the inquiries related to trades, back office, risk management, trading platforms and support. 


- Achieve targets as assigned by the organization on a monthly, quarterly and yearly basis 


- Strong communication and analytic skills 


- Good domain knowledge and client network


- Sound knowledge of regulatory environments


- Good communication and presentation skills

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Posted By

user_img

Sanjeev Maheshwari

Founder & Principal Associate at rFactor Consultants

Last Login: 26 April 2024

695

JOB VIEWS

186

APPLICATIONS

26

RECRUITER ACTIONS

Job Code

874139

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