Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs,…
Designation - Relationship Manager/Sr. RMJob Description:1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To c…
Key Area of Responsibilities Cash Management: Cash flow preparation and Brokerage posting and settlement Ensure movement of funds from client Bank account Monitor and Optimize…
Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds…
Roles & Responsibilities: New client acquisition and conversion of leads within the specific categories assigned. Preparing short-term and long-term sales plans, sales approach…
DESIGNATION- Manager– Institutional Equities Sales REPORTING TO VICE PRESIDENT – INSTITUTIONAL EQUITIES EXPERIENCE RANGE Post qualification experience of 15 years ESSENTIAL QUA…