Job highlights

- . Good communication and leadership skills. Fast learner & Adaptive

AREA OF RESPONSIBILITY:

Bring self referred client/relation

Advisory and Order placement Support to mapped clients

Maximize investment from investor clients

Customized/High end support to trader clients

PRIMARY RESPONSIBILITY:

Advising Super HNI clients on Equity & Derivatives Markets.

Creation of revenue(Responsible for achieving revenue targets) & Activation of clients through effective Advisory

Brokerage negotiation with clients

Portfolio Doctoring support for clients

Training & Demo to clients

Investment Query Resolution

Visits to clients & do hand holding

Relationship building.

HNI Client Meet & Interactions and Seminars.

(Market Outlook, Mutual Funds,



Stock Idea, SK Advisory Products, etc)

ADDITIONAL RESPONSIBILITY:

Funding/MF/ IPO/etc other products to clients

Calling inactive clients for new business

Taking leads from existing clients & generate revenue

Liasoning with other departments to quickly resolve HNI client queries.

Responsible for keeping self-updated on stock market outlook and product knowledge

PERSONAL skills:

Good communication and leadership skills.

Quick learner & Adaptive

Equity & Derivative Knowledge.

NISM Certification preferred

📌 RELATIONSHIP MANAGER (RM Equity) (Patna)
🏢 Shivam Stock Broking
📍 Patna