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Relationship Manager

1 month ago

gurgaon, India A1 Human Wealth Management Full time

Designation - Relationship Manager

Position - 2

Gender - Male

CTC - 3 to 5 lpa

Industry Preference - Stock market , insurance, SIP, Financial advisor

Skills - Excellent Communications , Field knowledge , Portfolio handling, Knowledge about stock marketing, insurance, SIP, Financial advisor and portfolio

Qualification - Graduate

Exp - minimum 1 years

Job Roles -

  1. Client Relationship Management: Building and maintaining strong relationships with clients by understanding their investment goals, risk tolerance, and financial needs.

  2. Account Management: Managing client accounts and providing personalized investment advice and recommendations based on their financial objectives.

  3. New Client Acquisition: Actively seeking new clients through networking, referrals, and prospecting to expand the client base.

  4. Trade Execution: Facilitating the execution of trades on behalf of clients, including buying and selling stocks, bonds, commodities, and other financial instruments.

  5. Market Research and Analysis: Staying updated on market trends, economic developments, and industry news to provide clients with timely market insights and investment opportunities.

  6. Risk Management: Assessing clients' risk profiles and recommending suitable investment products and strategies to minimize risk and optimize returns.

  7. Customer Service: Providing exceptional customer service by addressing client inquiries, resolving issues, and delivering a positive client experience.

  8. Portfolio Management: Monitoring and reviewing client portfolios regularly to assess performance, rebalance asset allocations, and make investment adjustments as needed.

  9. Cross-Selling and Upselling: Identifying opportunities to cross-sell additional products and services, such as insurance, mutual funds, and retirement planning, to enhance client satisfaction and generate revenue.

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