Roles and Responsibilities:
Relationship Manager/Relationship Manager Cum Dealer

Responsibilities: -

1) Acquisition of High Net Worth customers

2) Acquiring new customers and cross sell of third party products

3) Initiate and conduct micro marketing events focused on target segments

4) Suggesting the scrip to the client for trading and ensuring maximum profit to client which is recommended by our research team

5) Handling portfolio of the client according to his nature of investment

6) Building relationships with clients & educating them about Investments
7) Buying & Selling of shares on Behalf of clients

8) Confirmation & Execution of orders
9) Advising clients based on research reports

10)Achieving targets as assigned by the organization on a monthly/ quarterly and yearly basis

Pay: ₹200,000.00 - ₹400,000.00 per year

Perks:
- Paid sick time
- Provident Fund

Experience:
- total work: 1 year (preferred)

Work Location: In person

📌 Equity Dealer (Lucknow)
🏢 ITI Securities Broking
📍 Lucknow