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Relationship Manager @ tation Enterprise Llp

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tation Enterprise Llp  Relationship Manager

Job Description

    Job Purpose

    • Relationship Manager (RM) is the front face of the organization for individual/entity clients.
    • RM will be responsible for planning & execution of strategies to connect & acquire large clients for organization.
    • RM is expected to showcase best standard of services and equipped with latest development on products & economy. he is supposed to discuss & help clients (Individual/corporates) for end to end financial Planning.


    Key Deliverables

    • Selling of SIP, MF, Equity & other investment products through market or references.
    • Acquisition of demat account of 1 Lac of Initial Margin.
    • The Relationship Manager will be responsible for bringing their existing clients and building a strong client AUM book


    Role Requirements

    • Educational Qualifications: Bachelors or MBA or Equivalent.
    • Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO 2Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager

Contact Details:

Company: tation Enterprise Llp
Location(s): Ahmedabad

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Keyskills:   investment products hni sales insurance equity capital market portfolio management banking sales hni client handling broking

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₹ 1 to 6 Yr

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