B2B Relationship Manager Jobs in Delhi,Ahmedabad,Faridabad - Top Investments
Job Description
B2B Relationship Manager
- This role is of Relationship manager through Banking Channel.
- Geojit has partnership with various banks like Oriental commerce bank, South Indian bank, Andhra bank, Coorporation bank and other banks who do not deal in securities and mutual funds.
- These banks get clients who are keen to open Dmat accounts and trade in equity and mutual funds.
- These clients are referred to the relationship manager who explains then the features and get the forms filled to open DMAT accounts
Responsibilities:
- Achieving the Business targets assigned in terms of, generating revenue, acquiring clients, enhancing and upgrading the client relationships·
- Profiling Customers and suggesting financial products to meet customer needs as per their risk appetite.
- Ensuring the highest levels of service to the clients.
- Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.
- Responsible for cross selling products like Equity, Insurance, Mutual funds, PMS , SIPs etc to the existing set of customers.
Skills, Qualifications & Experience:
- Good communication skills.
- Graduate with NCFM/NISM Certification 5 (Mutual Fund) is preferred but not mandatory.
- Experience - 1- 4 years in capital markets preferably with brokerage firms.
- Freshers with NCFM or NISM certificates are eligible.
Job Particulars
Who can apply Freshers
Hiring Process Telephonic Interview
Employment TypeFull Time
Job Id598408
Job Category Tech Support , Analyst / Analytics , Logistics / Transportation
Locality Address
State Gujarat, Haryana, Karnataka, Maharashtra, Tamil Nadu, Uttar Pradesh, West Bengal, Delhi
Country India
About Company
Geojit is a leading Investment services company in India with a growing presence in the Middle East. The company rides on its rich experience in the capital market to offer its clients a wide portfolio of savings and investment solutions. The gamut of value-added products and services offered ranges from Equities and Derivatives to Mutual Funds, Life & General Insurance and Financial Planning. The needs of over 9,87,000 clients are met via multichannel services - a countrywide network of over 479 offices, phone service, dedicated Customer Care Centre and the Internet.
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