Relationship Manager

21 hours ago

Indore, India Arihant Capital Markets Ltd Full time

Company Description

Arihant Capital Markets Ltd., established in 1992, is a public limited company with a mission to make every Indian financially independent. We provide a comprehensive range of services including equity and derivatives broking, online trading, mutual fund advisory, IPO investments, depository services, commodities and currency broking, financial planning, and wealth management. As a SEBI-registered stockbroker and AMFI-registered mutual fund distributor, we serve individual investors, corporates, HNIs, and NRIs. Our focus is on offering client-centric, research-driven financial guidance.

Role Description

This is a full-time, on-site role located in Indore for a Relationship Manager. The Relationship Manager will be responsible for managing and growing client relationships, providing investment advisory, and offering personalized financial planning solutions. Day-to-day tasks include meeting with clients, understanding their financial needs, recommending suitable investment products, conducting market research, and maintaining updated client records. The Relationship Manager will also work closely with the research and trading teams to ensure the best outcomes for clients.

Qualifications

  • Experience in Client Relationship Management and Investment Advisory
  • Financial Planning and Wealth Management skills
  • Knowledge of Equity and Derivatives Broking, and Mutual Fund Advisory
  • Familiarity with Online Trading and IPO Investments
  • Excellent interpersonal and communication skills
  • Ability to analyze market trends and data
  • Relevant certifications (e.g., NISM, CFP) and a Bachelor's degree in Finance, Economics, or related field
  • Proven track record of client-focused success

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