Equity Dealer Cum Relationship Manager
- Global7hrsolutions
- Mumbai, Maharashtra, India
- Mar 24, 2017
Full time
Marketing
Other
Job Description
- Maximise revenue through relationship management with existing accounts.
- Punch orders on behalf of clients between 8.30 am to 3.30 pm
- Candidate has to go for client meeting
- Activation of dormant customers, servicing and retention.
- All leads will be shared by bank.
- Pure Relationship Management by conduct client visits for maintaining and building the relationships.
- Advising and updating customers with daily movements in the stocks, with the help of research.
- Ensure Compliance while serving the customers Co-ordinate with Risk Team
- Maintain database with customer portfolio records/branch/customer visits
- Cross selling of mutual funds, insurance etc.
