Job Description
Roles and Responsibilities To generate revenue, New Client Acquisition and cross sell third party products.
Desired Candidate Profile
As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.
Revenue generation
- Responsible to generate brokerage primarily through advising clients on their portfolio.
- Responsible to acquire new Clients from the Market.
- Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.
Client network development
- Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
- Focus on generating new business and build client network.
Compliance
- Maintain high level of compliance as per company norms.
Interested candidates can share their CV to mo**********i@re*****e.com
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Treasury
Role: Treasury
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization
Doctorate: Doctorate Not Required, Any Doctorate in Any Specialization
Contact Details:
Company: Religare Securities Limited
Location(s): Trichy
Keyskills:
NSE
Portfolio Management
Cross Selling
Client Acquisition
BSE
Third Party Products
NISM 8
Terminal handling
Financial Advisory
Dealing