Nirmal Bang

Senior Relationship ManagerKey Responsibilities:- Manage and grow client portfolios by offering tailored financial solutions.- Conduct regular client meetings to understand financial goals and provide advisory services.- Stay updated on market trends, research, and investment opportunities.- Maintain strong and long-term client relationships through exceptional servicing.- Ensure achievement of sales and revenue targets in line with business objectives.- Oversee and manage branch operations, ensuring smooth execution of processes.- Lead, mentor, and motivate teams to drive performance and achieve goals.- Collaborate with internal teams to deliver seamless financial solutions.Required Skills:- Strong knowledge of stock market operations, equities, derivatives, and other financial products.- Excellent client servicing, relationship-building, and communication skills.- Strong analytical and market research abilities.- Proven track record of achieving financial and sales targets.- Leadership and team management skills.- High level of integrity, professionalism, and problem-solving ability.Education & Qualifications:- Bachelors degree in Finance, Economics, Business, or a related field.- Professional certifications such as CFA, CFP, or equivalent are 5 to 8 years of experience in financial services, wealth management, or broking.- Demonstrated experience in managing high-value client portfolios.- Prior experience in leading teams and handling branch operations is preferred (ref:iimjobs.com)