Job Description

Relationship Manager
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Acquisition of client for Multiple Financial Products ( Demat, Equity, Commodities,

Currencies )
Dealing with existing clients
Preparation and execution of financial planning
Regular portfolio review of client
Providing advisory services into various instruments like insurance
Generating the revenue primarily through Financial products
Working closely with clients, an RM will execute trade on behalf of the client,
Continuously provide them investment advice and attempt to meet their clients
financial and investment goals.
To acquire new clients and advising them on long term or short term investments by
selling financial products like Demat a/c, Online / Offline Trading a/c, Equity ,
Commodities, Currencies etc. to them.
To generate revenue by building new relationships with the clients.
To assist clients in financial planning, by advising them on personal portfolio.
Delivering sales revenue and services offered to clients and prospects in their
respective locations.
Focus of this position is to bring in new business and new clients and maintain and
build existing relationships.

10. Accountable for handling portfolios of Retail/ HNI clients for

Equity/ Commodities.
11. Managing existing and new clients relationship effectively through
meetings and regular telephonic interactions
12. Making Financial Plans and reviewing them at regular intervals

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Restructuring portfolios (equity, Commodities, Currencies , etc)

Know market sentiment via research, valuation and data analysis
Monitoring BSE/NSE and other market performance
Providing key clients daily trading information and market movements
Execute trades on live terminal and collect cheques from clients.
Educate clients to move on to self trade on line.
Acquire new clients through references and other sources.

Job Specification
1. Candidate with prior experience in Wealth Management/Advising
portfolios will be preferred.
2. Candidates should have a good grip on finance concepts, personal
finance and general knowledge about the market (equities, commodities,
currencies) with excellent oral and written communications.

Work Location
Kormangala, Bangalore