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81 jobs found for Relationship Manager - Equity Surat

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  • understanding of financial products and presentation of those to customers. Excellent customer relationship management. Excellent oral and written communication skills with clarity of thought, speech and expression. Excellent interpersonal skills. Good Analytical Skills ...

  • Business development of Demat, trading account, Equity, Commodity and Currency business in the region through branch and franchisee network. Client acquisition, activation through the network and individually. Acquiring & Advising clients for trading and maintain portfolio Maintain relationship

  • Manage day-to-day performance of all sales team members and deliver reviews. Work with sales leadership to generate ideas for sales, market or customer feedback and motivational initiatives. Lead and schedule weekly and/or monthly team meetings with sales team and leadership. Embody company culture Excellent communication skills; Self starter and initiative skill Positive, confident and determined ...

  • Generate business through open market / Ref/ Builders /DSA/DST forPlanning daily logins & disbursement target to achieve Monthly targets.- Handling legal & technical issues related to property.- Interacting with the credit as well as operations to ensure fast disbursement process. - Maintaining & monitoring all the Data of the Sales against the target & reviewing it periodically ...

  • overall target assigned on new business. Responsible to establish productive, professional relationship with key personnel of assigned business vertical. Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals. This is front line sales

  • transactions. 5.Branch Development Conduct branch Insurance & Investment seminars to spread financial awareness. 6.Weightages 50% Income from CASA 10% Income from TD 40% Income from Assets and Wealth Manage customers whose Relationship Value is greater than 3 Lacs

  • achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner

  • Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations To accomplish his Account opening targets, set by the superiors. Accomplishing their brokerage targets; C to C (Cost to Costing). Generating leads through cold calling. Analyzing & increasing the client database and finding out the potential Acquiring more and more Clients ...

  • - Execute trades on live terminal and collect cheques from clients. - Educate clients with the market behavior and encourage them to self trade on line. - Acquire new clients through references and prospecting. - Know market sentiment through research, valuation and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related to trading and market ...

  • Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations To accomplish his Account opening targets, set by the superiors. Accomplishing their brokerage targets; C to C (Cost to Costing). Generating leads through cold calling. Analyzing & increasing the client database and finding out the potential Acquiring more and more Clients ...

  • Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations To accomplish his Account opening targets, set by the superiors. Accomplishing their brokerage targets; C to C (Cost to Costing). Generating leads through cold calling. Analyzing & increasing the client database and finding out the potential Acquiring more and more Clients ...

  • and maintain portfolio Maintain relationship with existing as well as new clients. Job Description (Manager HNI Sales, PCG Sales, NRI Sales) :- * To uncover and explain the need for Investment Products such as Equity, Commodity, Currency, PMS, Mutual Funds and life insurance products to PCG/ HNI/ NRI

  • 1. This is an individual contributor role, i.e. there wouldn't be a team reporting into the person 2. The person would be responsible to source new HNI Customers as well as managing their portfolio 3. Relationship Value . Grade to be offered: M4/ M5 (Senior Manager/ Chief Manager) Look for Imperia RMs from HDFC, Axis Burgundy, Yes Bank and others who have experience of wealth/portfolio management

  • overall target assigned on new business. Responsible to establish productive, professional relationship with key personnel of assigned business vertical. Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals ...

  • of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face

  • Develops new and expands existing High Net worth Coordinates with other group companies to provide seamless access to other products. Cross sells existing bank products to customers. Graduate - 4 -6 years of experience \ AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA Graduate / Postgraduate

  • Manage clients- / projects- receivables and cash collections in light of preset financial KPI - Ensure clients have positive experience by communicating effectively pre and post deal process - Oversee and manage corporate team of sales executives/business development executives to achieve set targets ...

  • To acquire new relationships and handle existing relationships in the Infrastructure Industry having turnover from Rs 100 mn to 5000 mn. To offer array of banking products, both Fund based and Non Fund Based, Preparation of proposals etc. Minimum 1 year of exp & knowledge of working capital products is mandatory. Good communication and presentation skills. Strong People Management and Relationship skills ...

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