Senior Relationship Manager

About the company:

FINTRIC FINANCIAL CONSULTANTS, a trusted partner of Motilal Oswal Financial Services, is on the lookout for passionate individuals to join our team as Equity Advisors in Pune. If you have a zeal for the stock market and enjoy engaging with clients, this role is for you!

Key Responsibilities:

• Assist in lead generation and identify potential clients.
• Conduct market research to uncover new business opportunities.

About the company:

FINTRIC FINANCIAL CONSULTANTS, a trusted partner of Motilal Oswal Financial Services, is on the lookout for passionate individuals to join our team as Equity Advisors in Pune. If you have a zeal for the stock market and enjoy engaging with clients, this role is for you!​

Key Responsibilities:

• Assist in lead generation and identify potential clients.​
• Conduct market research to uncover new business opportunities.​
• Manage client databases and follow up with leads.
• Collaborate with teams to meet monthly sales targets.
• Responsible to generate brokerage primarily through advising clients
• Build and nurture long term client relationships for retention and new business.
• Ensure all the activities are in adherence as per compliance and risk.
• Execute the orders on behalf of clients by doing Pre trade post trade confirmation.
• Selling Advisory (TGS/IAP/MTF) products to clients.

Qualifications & Experience

• NISM Series VIII (8)Certification is mandatory.
• Graduate/Postgraduate; MBA preferred
• 1 to 2 years of experience in dealing desk
• Knowledge of broking and operational processes.
• Good communication skills.

If you're eager to advance your career in Equity & Derivatives , PMS AIF, learn from market experts, and promote financial literacy across India, this is your chance!​

Apply now : roshan@fintric.in

and become a part of our growing team at FINTRIC FINANCIAL CONSULTANTS.