Hiring For Relationship Manager /mutual fund Advisor (sales )


Job Description:

  1. Good analytical skill, Good verbal & written communication
  2. Knowledge of investment products like Mutual Fund, Insurance and Equity
  3. Handling client queries related to product and operations
  4. Discuss with Help clients discover potential to get financial freedom
  5. Responsible for advising people in respect to their financial assets of the clients.
  6. Advising the client for making the Investment into financial Products like equity,
  7. PMS, insurance, mutual fund, fixed deposit, real estate and bond etc. for a proper financial plan.
  8. Penetration of Wealth Management or other investment product on clients portfolio.
  9. Develop and maintain long term relationship with the new as well as existing customers.
  10. Provide good quality customers Confident & Self motivated.

Salary : INR 1,75,000 – 2,25,000 P.A.

Experience : 1 to 3 years.

Industry : Banking / Financial Services / Broking

Functional Area : Sales , Retail , Business Development

Role Category : Retail Sales

Role : Sales/Business Development Manager

Employment Type : Permanent Job, Full Time

Recruiter Name : Anita
Email : anita@elitestock.com
Website : http://www.elitestock.com
Telephone : 011-43035520

Required Sr Dealer in Elite Wealth Advisors Ltd (East Delhi) – Imm Join


KEY RESPONSIBILITIES AND ACCOUNTABILITIES:

1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
4. To keep abreast with the market knowledge and market intelligence.
5. Responsible to ensure all activities are in adherence as per Compliance & Risk.
6. Provide regular updates to the immediate superior as and when required.

SKILLS & KNOWLEDGE:

1. Graduate with minimum 1 yr exp in Equities on the client advisory side
2. Should have sound understanding of capital markets,
3. Should be a result-oriented, selfstarter, proactive, good communication skills.
4. Should possess strong networking & relationship building skills.

Salary : INR 1,75,000 – 3,00,000 P.A.

Experience : 1 to 3 years.

Industry : Banking / Financial Services / Broking

Functional Area : Sales , Retail , Business Development

Role Category : Retail Sales

Role : Sales/Business Development Manager

Employment Type : Permanent Job, Full Time

Recruiter Name : Anita
Email : anita@elitestock.com
Website : http://www.elitestock.com
Telephone : 011-43035520

Equity Dealer


Salary: Rs. 1.60 LPA to 2.0 LPA.

Experience : 0 to 1 years.

Job Description:

  1. Execute the orders on behalf of clients, operating stock trading terminals.
  2. Confirmations of trade done by EOD.
  3. Updating clients about their open positions & MTM status.
  4. Promoting in-house research calls to increase volume & frequency.
  5. Solving queries of the customers.
  6. Accurate & timely execution of orders on terminal.
  7. Understanding of the market.

Skills Required :

  1. 1. Minimum Qualification – B.com
  2. MBA (finance), PGPFP, PGPFM, CFP, AFP, CWM are preferred
  3. Understanding of Equity Market is mandatory (NIFTY/SENSEX/NSE/BSE/MCX).
  4. Must be confident with good communication skills.

Customer Relationship Executive.


Salary: Rs.1.75 LPA to Rs.2.2 LPA.

Experience : 0 to 1 years.

Job Description:

  1. Understanding client’s portfolio and advise them accordingly to build up wealth.
  2. Understanding client’s needs and guiding them for investing their financial portfolio on MF, Bonds, FDs, Equity as per their requirement.
  3. Developing and maintaining good relationships with clients.
  4. Help clients discover potential to get financial freedom.

Skills Required :

  1. Minimum Qualification – B.com.
  2. MBA (finance), PGPFP, PGPFM, CFP, AFP, CWM are preferred.
  3. Understanding of Equity Market is mandatory (NIFTY/SENSEX/NSE/BSE/MCX).
  4. Must be confident with good communication skills.

Apply Now