Client Relationship Manager
1 week ago
Job Title: Client Relationship Manager- Private Client Group Advisory
Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad
Hey there If you have experience in Equity Advisory and are great with clients, we have an exciting opportunity for you as a Client Relationship Manager in the Private Client Group Business. You'll be giving advice to HNI and UHNI clients on Equity, Derivatives, and Currency Markets.
Responsibilities:
- Providing valuable advice to Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Generating revenue & Activating clients through effective Advisory services.
- Engaging in cross-selling other products like Mutual fund, PMS, Insurance.
- Addressing client queries & complaints promptly and efficiently.
- Bringing in new clients & maintaining existing relationships through regular meetings.
- Developing client profiles by thoroughly evaluating their financial needs, analyzing data & suggesting investment portfolios.
- Supervising and improving Advisor's Advisory skills through call monitoring, weekly targets & meetings, conference calls.
Qualification & Experience:
- Hold an MBA/ PGDM/ Post Graduate degree in Finance or a related field.
- Possess NISM/NCFM certificate or an equivalent certification related to stock markets.
- Minimum of 1 year experience in a stockbroking firm or a similar financial institution.
- Sound knowledge of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.
- Proficient in MS Excel and other relevant software tools.
- Demonstrate strong Analytical skills and meticulous attention to detail.
- Excellent communication and interpersonal abilities.
- Adept at working effectively under pressure and in a fast-paced environment.
If you feel ready for this challenge, send us your updated CV
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