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Relationship Executive Financial Services Job in Timelabs Jaipur


Relationship Executive Financial Services

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  • 1-2 Years
  • Full Time
  • INR 15000 - 20000 Per Month
  • 0-10
  • Financial Services
  • 2020-11-10 11:05:05.0
    2021-05-10 11:05:05.0
    Jaipur Vaishali Nagar Jaipur India NA

Job Category

Office Jobs


Client InteractionClient ServicingCustomer Relationship ManagementShare Marketing

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Job Summary

*Job Summary* Looking for a Client/ Relationship/ Manager for a Stock Broking Company. He/ She has to manage customers with respect to shares trading, equity, mutual funds, IPOs and other financial instruments through online or in house interaction. Coordinate with Motilal Oswal's HO for on going business practice. *Responsibilities and Duties* * Research on clients folio- Doing secondary research on investment ideas suggested by client in equity, mutual funds, IPOs & other financial instruments thru web * Co-coordinating with central research – Co-ordinations with central research team in Head office for proper dissemination of news & views * Customer Service – Ensuring all branch processes are followed as per guidelines, Co-coordinating with RTAs / AMCs to ensure timely submission of forms, Regular portfolio updates to clients, Assisting RMs in cross-selling & upselling *Qualifications and Skills* B.Com/ M.Com/ MBA/ CA/CS interns 6 months to 2 years of experience Good understanding of Shares/ Mutual Fund Market Good communication skills *Benefits* 5 Days a week 9 AM to 5 PM office hours