3 - 5 Years
ROLE PROFILE FORMAT
Job Title: ARM / Relationship Manager – Equity
Position reporting to: BM
CTC Range: 3.6 to 4.8 LPA
• NISM Series - VIII (Equity Derivatives) // Can Clear post joining • Post Graduate
Type of Experience: •
4 + years
experience to handle Retail Clients.
• HNI Clients. •
• Good Communication skills.
• Self Motivated.
• Optimistic. • Technical Charts
Job Profile in details: (What is the person expected to do?)
i. Achieving the Business target assigned in Terms of, generating revenue, enhancing, & upgrading the client relationship.
ii. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
iii. Ensuring the highest level of service to the clients.
iv. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.
v. Responsible for cross selling products like Mutual Fund, PMS, SIPs, IPO’s etc to the existing set of customers.
vi. Responsible for Handling HNI Clients.
Any internal comparison / Benchmark:
Which Organization should the incumbent be currently working?
Any Organization from Broking/Banking Industry possessing equity as one of their core products.
|Salary||2 Lac To 3 Lac 75 Thousand P.A.|
|Industry||Banking / Investments / Stock Market / Financial Services|
|Work Experience||3 - 5 Years|
|About Company||India's leading broking firm|