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Relationship Manager Dealer @ Zecruiters Jobconnect

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 Relationship Manager Dealer

Job Description

As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.

Revenue generation

Responsible to generate brokerage primarily through advising clients on their portfolio.

Responsible to acquire new Clients from the Market.

Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.

Client network development

Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.

Focus on generating new business and build client network. 

Compliance

Maintain high level of compliance as per company norms.

Skills:

 

Certification: NISM VIII- Mandatory

Experience- Minimum 1 yr required.

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager Dealer

Contact Details:

Company: Zecruiters Jobconnect
Location(s): Multi-City, India

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Keyskills:   retail distribution pms third party products mutual funds brokerage revenue generation cross selling nism advisory services financial

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