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Relationship Manger
Job Title:
Relationship Manger
Job Description:
Acquisition of De-mat / Trading account from open market
Achieving monthly targets.
Achieving minimum margin amount target.
Conduct lead generation activities for sales penetration.
Meeting clients and pitching cross sales & wealth products.
Wealth products include Life insurance, General insurance & fixed deposits, Mutual Funds etc
Generate Equity Business and maintain strong client relationship
Good Negotiation Skills
Experience Range:
1 - 4 years
Educational Qualifications:
Any graduation
Job Responsibilities:
The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
Maintaining client relationships and generate AUM from preferred clients.
Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To conduct and assist in organizing seminars, workshops and other business development activities.
Skills Required:
Acquisition Sales
Candidate Attributes:
An analytical mind with problem-solving skills.
Excellent organizational and multitasking abilities.
A team player with leadership skills.
Knowledge of MF & Wealth Management Instruments would be added advantage.
Job Code: KL-SLS-RM-RNC-2
About Us
We are a leading stock broking and wealth management firm, headquartered in India. We operate on a unique retail focussed stock trading model that provides revolutionary trading platforms and expertise to a diversified client base. Founded in 1987, we have expanded across all major cities in India.
The Angel Group is a member of the Bombay Stock Exchange (BSE), National Stock Exchange (NSE) and the two leading Commodity Exchanges in the country: NCDEX & MCX. We are also registered as a Depository Participant with CDSL.
The Angel Group is a member of the Bombay Stock Exchange (BSE), National Stock Exchange (NSE) and the two leading Commodity Exchanges in the country: NCDEX & MCX. We are also registered as a Depository Participant with CDSL.
Why Us?
We have a presence in over 900+ Cities with 8500+ Sub broker workers & 1 million+ Clients. We offer Equity Trading, commodities, portfolio management services, mutual funds, Life Insurance, IPO services, depository services & investment advisory.
• Fast paced, enriching career
• Opportunities for growth based on merit
• Vibrant Work Culture
• Progressive HR policies with an open door plan
• Security of Employment
• Fast paced, enriching career
• Opportunities for growth based on merit
• Vibrant Work Culture
• Progressive HR policies with an open door plan
• Security of Employment
