Try another search here
Not your type of job? Try your own search. Ok, got it

Want to receive similar jobs about "Relationship Manager-stock Broking Chennai" by email?

Create an email notification

FiltersFilter search results

14 jobs found for Relationship Manager-stock Broking Chennai

Sort by:
  • To formulate sales strategies to acquire new retail clients for increasing client base To do portfolio review of existing clients To prepare & implement Financial assessment of clients To assess the portfolio risk according to changing market situation and diversify Portfolio as per the risk taking approach of client To assess the portfolio risk according to changing market situation and diversify ...

  • 1. Growing the client Base and AUM 2. Achieve the targets set for the quarter by Reporting Head 3. Knowledge about Mutual funds, knowledge in Equity broking would be an advantage 4. Acquisition of new clients through cold calls and direct meeting. 5. Regular contact with clients through weekly ...

  • 1. New Client acquisition 2. Making Strategies to retain exiting clients 3. Generating revenue through sale of liability product like Mutual Funds, Insurance, PMS, IPO, Bonds ...

  • Responsible for New HNI Client Acquisition of trading accounts. Responsible for Meeting targets of Broking revenues and for Margin collections for trade both online & through cheques/RTGS. work on direct databases for activation / reactivation . Personal Attributes- Good Interpersonal skills Good communication and convincing skills Sound knowledge of market. Fast learning ability

  • JD-Customer Relationship Manager (CRM) Business Gross Revenue, cross selling & credit Risk-Delinquency-Basis Bench mark & Targets as applicable. Backend Coordination for ME & SCV Tele-call & update the leads from DSR into the LMS to ensure high lead conversion. Coordinate & support the front

  • 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

  • base. 2. Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company . 3. Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial

  • Formulating the strategies to increase client base Preparation and execution of Financial Planning Approaching need based product to the client through Financial Planning Providing advisory services into various instruments like Insurance(life & non life), MF, PMS,Bond, Equity, Real Estate, Gold(ETF), &FMP. Portfolio review of client at regular intervals Assessing the portfolio risk according to changing ...

  • Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers Cross sell of family accounts,PIS, E-Broking,Home Loans etc Cross sell of Bank products like Insurance, Mutual Funds ...

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have

  • is high. Focus on cross selling of revenue products like Insurance & mortgages. Establish relationship with Customer to ensure that customer service quality is of high standard. Tracking of renewals for existing customers & calling them. Making sure that the monthly target of net disbursal is met

  • Designation: Sr. Relationship Manager & Branch Head Exp : 4+ years Location : Chennai Qualification : Any Graduate + MBA Preferred Job profile Responsible for the overall functioning & performance of the allocated branch. Ensure Team productivity and engagement Client Service & Relationship

  • Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships. Responsible for business development through acquisition of high net-worth clients . Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements. Desired profile : Min ...

Want to receive similar jobs about "Relationship Manager-stock Broking Chennai" by email?

Create an email notification
Go to Top