Senior Relationship Manager - PBG (Emerald) Desk - HNI / UHNI

• Job Description:
• Trading on behalf of the clients
• Building relationships with clients & educating them about Investments
• Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)
• Client meetings and bank branch visits as per goal sheet.

Specialized Activities:

• Executing Trade Orders.
• Advising Clients based on Research Report.

Required Criteria:

• Graduation is must.
• NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
• Stock Market knowledge is mandatory.
• Should possess good communication skills.