Sr. Relationship Managers/ Relationship Managers

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1. Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy.
2. Acquisition of new clients (Demat / trading a/cs: Equity/Commodity / Currency).
3. Selling Investment product like Demat A/c, Mutual Fund, PMS, Life Insurance.
4. Holding & Participating in events for lead generation activities.
5. Maintaining client relationship.
6. Generating references from existing clients

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