17 Sep
|
Nirmal Bang Securities Private
|
Indore
17 Sep
Nirmal Bang Securities Private
Indore
Identify and convert prospects through referrals, networking , and targeted outreach. Understand each client's financial goals and risk appetite , then inform about various financial products and services. Monitor client holdings regularly and proactively suggest restructuring based on market conditions.
Share timely market intelligence , order updates, and investment insights. Ensure KYC and regulatory requirements are met from day one. Handle queries and complaints with urgency. Coordinate with research , operations , and compliance , among others to deliver a seamless client experience.
📌 Relationship Manager (Indore)
🏢 Nirmal Bang Securities Private
📍 Indore