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Senior Relationship Manager

Published date: 2024/01/10
  • Location: Pune, mahrastra , India
Job Description: 1. Trading on behalf of the clients2. Building relationships with clients & educating them about Investments3. 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. Specialized Activities: 1. Executing Trade Orders.2. Advising Clients based on Research Report. 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
Company Name: Apex Services Hiring Pune, Maharashtra

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