Sorry, your browser does not support JavaScript! Marwadi Shares and Finance Limited

Relationship Manager

Relationship Manager

  • experience

    Experience: 1 Year

  • educational

    Educational Requirements: MBA

  • company

    Company: Marwadi Shares and Finance Limited

  • location

    Location: Rajkot(HO) - HO

  • apply now
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Job Description
Responsibilities: *To work daily in Mutual Funds, Advisory products, Other products like Algorithmic trading, LAS, NBFC products *To advise & support all S&K region branches & Franchisees about the products *Meeting 1 Branch teammates (BM) daily & meeting their clients also for the products *Calling Branches for sales support & lead closures for all products *Calling direct clients as per the KRA (as per the defined criteria) & close the number of SIPS, Lumpsum & Conversion in other products *Weekly & monthly MIS reports of calls & meetings done with branches & direct clients of the branches *To communicate with other depts at HO related to TPP products for the smooth executions of the tasks/ works. (Depts I.E. RMS, IBT, MF supports, CS etc) *To communicate & create repo with AMC Rajkot heads/ Other products Business team for drives/ Seminars/ meetings/ marketing supports etc Skills: *Proficient knowledge of MS Excel, PowerPoint, Word software. *Excellent written and verbal communication skills. *Should be Accurate and responsible *Financial products understanding *Proficiency in mathematics & calculations
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Skills
  • img MIS & Lease Line Report
  • img MS Excel
  • img MS Office
  • img Mutual Fund
  • img IPO
  • img Sales
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