Relationship Manager

1 month ago

Gurugram, India Jobopenning Full time

Job Title: Relationship Manager

Location: Gurgaon

Position Type: FullTime

Job Summary:

The Relationship Manager will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients advising them on investment opportunities and ensuring a seamless trading experience. The ideal candidate will possess a deep understanding of financial markets strong interpersonal skills and a commitment to client success.

Key Responsibilities:

  • Client Relationship Management: Acquisition of New customers and maintain strong relationships with clients understanding their investment goals and preferences to provide tailored solutions.
  • Advisory Services: Offer expert guidance on market trends investment strategies and financial products to help clients make informed decisions.
  • Account Management: Oversee client accounts ensuring accuracy in trading and compliance with regulatory requirements.
  • Customer Support: Address client inquiries and resolve issues promptly providing timely updates on market changes and account status.
  • Performance Monitoring: Track and analyse client portfolios recommending adjustments as necessary to optimize performance.
  • Market Research: Stay informed about market developments economic indicators and investment opportunities sharing insights with clients regularly.
  • Sales Growth: Identify opportunities for upselling and crossselling financial products and services to enhance client portfolios.
  • Collaboration: Work closely with internal teams (trading compliance research) to ensure a cohesive client experience and effective of trades.


Requirements

Qualifications:

  • Education: Bachelor s degree in Finance Business Economics or a related field; relevant certifications (NISM) is a plus.
  • Experience: 35 years of experience in relationship management sales or client advisory roles within the financial services or stock broking industry.
  • Skills:
    • Strong knowledge of financial markets investment products and trading processes.
    • Excellent interpersonal and communication skills with a focus on client engagement.
    • Proficient in CRM software and trading platforms.
    • Analytical mindset with the ability to interpret financial data and trends.
  • Attributes:
    • Proactive clientfocused and resultsdriven.
    • Strong organizational skills with the ability to manage multiple clients and priorities.
    • High ethical standards and commitment to compliance.


Benefits

Benefits: Salary up to 8LPA Performance based Incentive


Feel free to reach us for any query @Rahul kumarSaurabh Agrawal.



Education: Post-Graduate or MBA in Finance, Business Administration, or related field. Experience: Minimum 6-8 years with any Leading stock Broking Company and managing branch administration. Skills: Strong business and analytical skills. Excellent product knowledge and communication skills. Effective integration and controlling skills. Proven people management abilities. High target and customer service orientation. Strong local network and market knowledge.

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