Relationship Manager

Job Description: Back Office Executive – Shivam Stock Broking Company

About Shivam Stock Broking Company: Regional Business Partner of Bihar of Share khan By Mirae Assets.

Position: Relationship Manager

Location: Patna, Bihar

 To acquire, manage, and grow a portfolio of customers by offering suitable banking and financial solutions, ensuring revenue growth, customer satisfaction, and compliance with regulatory guidelines.

AREA OF RESPONSIBILITY:

·         Bring self referred client/relation

·         Advisory and Order placement Support to mapped clients

·         Maximize investment from investor clients

·         Customized/High end support to trader clients

LI/ HI/ MF sell to clients

PRIMARY RESPONSIBILITY:

·         Advising Super HNI clients on Equity & Derivatives Markets.

·         Creation of revenue(Responsible for achieving revenue targets) & Activation of clients through effective Advisory

·         Brokerage negotiation with clients

·         Portfolio Doctoring support for clients

·         Training & Demo to clients

·         Investment Query Resolution

·         Visits to clients

·         Relationship building.

·         HNI Client Meet & Interactions and Seminars.

(Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc)

PERSONAL skills:

·         Good communication and leadership skills.

·         Fast learner & Adaptive

·         Equity & Derivative Knowledge.

·         NISM Certification preferred

SALARY & PACKAGE

·          Salary from 35 + Performance incentive