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Job Description
Vertical : PBG Desk
Position : Senior Relationship Manager
Experience required: 5 Years to 10 yrs
Location : Ahmedabad/ Mumbai (Mahalaxmi)
:
1.Placing Orders for clients after taking proper consent
2. Building relationships with clients & educating them about Investments
3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.)
4. Client meetings directly and joint meets along with Bank PBG RM's
5. Pitching our research ideas to customers
Required Criteria:
1. Graduation is must.
2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
3. Stock Market knowledge is mandatory.
4. Should possess good communication skills.
Skills
Wealth ManagementEquity TradingStock BrokingNISMShare TradingShare MarketEquity AdvisoryDealingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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