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Relationship Manager

4 weeks ago

Surat, India Arham Wealth Management Private Limited Full time

Roles & Responsibilities:

  1. Developing & Acquisition of new client base - Retail / HNI segment.

  2. Knowledge of (CRM) software.

  3. Achieve revenue targets & acquisition.

  4. Revenue generation in terms of Brokerage.

  5. Manage and execute stock trades on behalf of clients.

  6. Ensure Compliance with financial regulation and company policies.

  7. Strong understanding of financial markets and investment strategies.

  8. Handle client inquiries and resolve any issues or concerns promptly.

  9. Excellent communication and interpersonal skills.

What We Offer:


• Competitive salary and benefits package.


• Collaborative and inclusive work environment.


• Professional development and growth opportunities.


• And incentives also.

Education Background:

Bachelors or Master's degree in any field.

Experience:
Minimum 2 to 3 years

Location: Surat, Gujarat