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14 jobs found for Relationship Manager-stock Broking Pune

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  • 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 ...

  • - 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 ...

  • - 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 ...

  • Descriptive Parameters 1. Process 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 ...

  • 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 ...

  • 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 ...

  • - 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

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure

  • - 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

  • 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 by driving channels like micro marketing & tele sales. Branch Operations Making

  • Position : Relationship Manager /Bancassurance/Unit Manager/ Agency Manager Sal upto : 5 Lac Location : Santacruz / Thane Openings in Edelweiss Broking Position : RM ( Equity/ Share market/ Capital Market/ Mutual Fund ...

  • Job Responsibilties Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office. Product basket

  • Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office. Product basket Mutual Funds, Direct

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