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Client Relationship Manager for Bhopal/indore Worklocation

1 - 3 YearsBhopal, Indore

Posted: 52 days ago

Job Description

Job Description

Profile Summary
Title Relationship Executive/Relationship Manager Area of operation Dealing and client acquisition
Department Dealing Direct reporting Cluster Head
Level Up to S7 Dotted line / any other reporting -
Location Compensation As per Industry standards
Company: KSBL - Broking Recruiting manager: HR
About Karvy
Karvy is a premier integrated financial services company, ranked amongst the top-5 in the country across all the business segments that it has presence in. The Group services over 70 million individual investors in various capacities, and provides investor services to 600 of the best of Corporate India. Karvy covers the entire spectrum of financial services, such as stock broking, registry services, depository services, distribution (of financial products including mutual funds, bonds and fixed deposits), commodities broking, currencies broking, personal finance advisory services, merchant banking and corporate finance, wealth management, NBFC, insurance repository, equity placement and IPOs among others. The Group is professionally managed with combined staff strength of nearly 8500 employees across the length and breadth of the country and ranks among the best in technology, operations and research.
Purpose of role

To trade on behalf of the clients and new client acquisition (both Retail and HNI)

Equity Demat and Trading Accounts with minimum 10k of margin from each client and cross sell Mutual Funds & Insurance

Key Responsibilities

Execute trades on live terminal and collect cheques from clients.
Educate clients to move on to self trade on line.
Acquire new clients through references and other sources
Know market sentiment via research, valuation and data analysis
Monitor BSE/NSE and other international market performance
Provide key clients daily information related to trading and market movements

Qualification, Experience & Desired Skills
Any Graduate/PG Graduate with 1 to 5years of relevant experience of handling terminal and NISM certification
A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
Good understanding of financial products and presentation of those to customers.
Excellent customer relationship management.
Excellent oral and written communication skills with clarity of thought, speech and expression.
Excellent interpersonal skills.
Good Analytical Skills.

Thanks and Regards
addoori.thirupathi @
MOBILE: 9885599789/1 40 6607 9000 EXT : 2022

Salary: INR 90,000 - 2,75,000 P.A.
Industry: Accounting / Finance
Functional Area: Accounts, Finance, Tax, Company Secretary, Audit
Role Category: Accounts
Role: Financial Accountant
Employment Type: Permanent Job, Full Time

Desired Candidate Profile

Please refer to the Job description above

Company Profile

IDC Technologies, Inc is a Premier Technology Services Organization with primary focus in IT services. A flexible working model (Fixed bid / T&M / Resource level support), Best-in-Practice solutions with accelerators and highly capable multi-disciplinary technology force from IDC our clients achieve their technology objectives with faster ROI and Time-to-Market capability.With a unique Onsite/offshore global delivery model we deliver solutions with the precision required by our client. Dedicated Client Partner and Delivery manager are paired to work on your project from the start to the completion stage of the project as one amongst you.
View Contact Details+
Contact Details

Recruiter Name:Thirupathi Addoori