Wealth Manager
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
NEW JOB OPENING IN KEDIA CAPITAL FOR RELATIONSHIP MANAGER
About the job
Job title: Relationship Manager, Senior Relationship Manager
Function: Equity, Commodity, Currency, Mutual Fund, Wealth Management
CTC - UP TO 15 LPA
Job Responsibilities
· Achieving the Business targets assigned in generating revenue, acquiring clients, and enhancing and upgrading client relationships.
· Profiling Customers and suggesting financial products to meet customer needs as per their risk appetite.
· Ensuring the highest levels of service to the clients.
· Responsible for the activation of trading accounts of clients, assisting new entrants in the Stock market to understand the dynamics of the market.
· Responsible for building up a quality Asset portfolio of Assets, apart from Non-Fund based credit lines.
Desirable skills:
· Good knowledge of the Stock Market.
· Graduate(commerce background) / MBA in finance, Accounting
About the job
Job title: Relationship Manager, Senior Relationship Manager
Function: Equity, Commodity, Currency, Mutual Fund, Wealth Management
CTC - UP TO 15 LPA
Job Responsibilities
· Achieving the Business targets assigned in generating revenue, acquiring clients, and enhancing and upgrading client relationships.
· Profiling Customers and suggesting financial products to meet customer needs as per their risk appetite.
· Ensuring the highest levels of service to the clients.
· Responsible for the activation of trading accounts of clients, assisting new entrants in the Stock market to understand the dynamics of the market.
· Responsible for building up a quality Asset portfolio of Assets, apart from Non-Fund based credit lines.
Desirable skills:
· Good knowledge of the Stock Market.
· Graduate(commerce background) / MBA in finance, Accounting
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