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RM Broking/Securities (Financial Market Research Startup) Mumbai

5.00 to 10.00 Years   Mumbai City   05 Feb, 2022
Quotient Consultancy
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 4.0 - 9 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Financial Market Research Startup Hiring Relationship Manager MUMBAI Interested please call Mahek 022 40697707/ 9137263337 and drop your CV at quotientconsultancy@gmail.com Role Relationship Manager Experience 7+ years Responsibilities: Acquire new HNI clients for investment products offered by the company through networking, references, client events and similar initiatives Monitor and convert leads which are generated within the company through digital campaigns and events Cross-sell and up-sell to existing customers by creating opportunities to enhance wallet-share Regular communication with Active clients, converting the dormant clients into active Liaise with central investment / product teams / business divisions for identifying opportunities to cater to clients requirements. Monitor clients portfolios regularly to identify intervention requirements Maintain aware ness of latest developments in global and local markets and their impact on client investments Stay up-to-date with house views at all times and communicate with clients in line with the same Education & Skillsets: MBA / Post-graduate in Finance / CA or related field with 7+ years of experience in similar roles in wealth management, brokerage company or private banking units. Preference for candidates with experience in equity advisory roles Additional industry certification such as CFA/CFP are a plus Self-starter, passionate individual with hands-on experience in client-facing and client-ownership roles, with strong communication skills and interpersonal skills and the ability to build and maintain relationships ,

Keyskills :
strong communication skillsmarket researchequity advisorywealth managementdigital campaignsbehavioral traininginvestment productscommunication skillshousewealthfinancebankingresearchbusinessbrokeragecampaignsmanagementnetworking

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