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Relationship Manager

Ahmedabad
Kolkata
Mumbai
Delhi
Full-Time
Junior: 1 to 3 years
3L - 4L (Per Year)
Posted on May 02 2024

About the Job

Skills

Communication Skills
Customer Relationship Management
Problem-Solving
Analytical Skills
Interpersonal Skills
Time Management
sales skills

-Job description for Relationship Manager - Bond Profile.

Location – Ahmedabad/Kolkata / Mumbai/ Delhi.

·Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory.

·Identify investment opportunities or strategies.

·Identifying, calling and visiting potential clients from time to time to promote products.

·Explain technical product, financial and service information to clients via phone calls.

·Monitor market conditions or trends.

·Prepare sales or other quotations and process the same.

·Maintain the records of all transactions.

·Travelling outside city to meet clients if required.

·Advising clients with regards to their investment in Bonds, NCD’s, PMS, etc

·Building relationships with the client and educating them about investments.

·Responsible for achieving brokerage.

·Accelerating client base.

·Executing trade orders.

·Conceptual selling of financial products categorically bonds.

Broadly into channel partner / IFA market by and largely conceptualizing of secondary markets in bonds.

(Buying and selling of bonds through IFA network).


About the company

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Industry

Education

Company Size

2-10 Employees

Headquarter

Noida

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