“Guiding clients on our Digital Platforms.
Building relationships with clients & educating them about Investments.
Helping clients to build Portfolios with the help of our research.
Providing the right solution to their financial requirements.
NISM 8 and NISM 5A Certification”
Archives
Relationship Manager(Dealer)
“1. Trading on behalf of the clients
2. Building relationships with clients & educating them about Investments
3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)
4. Client meetings and bank branch visits as per goal sheet.”
Commodity Dealer
“1. Dealing on behalf of clients
2. Activating new clients
3. Deal in commodity market
4. Revenue generation”
Relationship Manager
This role is responsible for managing a set of relationships, acquisition of new relationships and driving mutual funds sales through different channels like Banks, Mutual Fund Distributors & National Distributors.
Relationship Officer-Gold loan
1 years and above Sales experience into Gold Loan
Relationship Officer-Current account
“The applicant should have experience in front line sales.
He/she should have experience in the local market and should have covered nearby suburbs, towns,
villages.”
Regional Marketing Manager
“· Knowledge of digital marketing best practices.
· Experience with marketing tools and software.
· Experience working in a high-tech environment.
· The ability to supervise a team and deal with staff issues.
· Excellent organization and communication skills.
· Leadership, problem-solving, and networking skills.
· Good time-management skills.”
Personal Banker
The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations.
Knowledge of banking practices, guidelines and regulatory requirements are essential for this role.
Branch Relationship Manager
“The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations. Knowledge
of banking practices, guidelines and regulatory requirements are essential for this role”
Business Development Manager
“The applicant should have experience in front line sales.
He/she should have experience in the local market and should have covered nearby suburbs, towns,
villages.”