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30 jobs found for Relationship Manager-stock Broking Delhi

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  • - Responsible for selling Third Party Products like Mutual Funds. - Prospect and acquire new customers through direct/natural market - Engage clients in meaningful conversations about their finances and financial aspirations and take active interest in their financial investments. - Process inputs provided by research team and other sources and apply them to the specific context ...

  • -Execute trades on live terminal and collect the cheques for the trade value from clients. - Educate clients about market behavior and encourage them to trade on line by themselves. - Acquire new clients through references and prospecting. - Gather market sentiment through research and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related ...

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

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing portfolio in terms of investments

  • and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing portfolio in terms of investments

  • and must be a highly personable.- Listening to customer requirements and presenting appropriately to make a sale.- Maintaining and developing relationships with existing customers in person and via telephone calls and emails.- Attending team meeting and sharing best practice with colleagues.- Maintains

  • 1. Responsible for identifying and management of Franchisees in the assigned Region. 2. Development of business through Franchisee network. 3. Good in Relationship Management. 4. Training and development 5. Responsible for revenue generated through Franchisee channel in assigned region

  • of new clients and activation of inactive clients. - Keeping a good working relationship with clients and maintaining proper discipline in the branch. - To undertake any additional responsibility assigned by the management from time to time ...

  • Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate

  • Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate

  • informed and advise all times. Managing the gamut of tasks from sales of wealth products, channel building, customer relationship management and presenting different products to the clients understanding their needs. Identifying prospective clients, generating business from the existing clients, thereby

  • Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity ...

  • Job Role and Responsibilities: > To do the entire portfolio management of your client. > Performing need analysis of the client's requirement and doing there financial planning / wealth management. > Managing and improving relationship values with existing customers > Become a trusted client

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