Algates Financial | Relationship Manager | bangalore

4 days ago


Bengaluru, India Algates Financial Full time
Company Description

Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products. Algates Financial has a dedicated team of relationship managers who deliver personalized investment services to clients in Bengaluru.

Role Description

This is a full-time on-site role for a Relationship Manager at Algates Financial. The Relationship Manager will be responsible for building and managing client relationships, understanding clients' financial goals, providing investment advice.

The role involves collaborating with other team members to ensure exceptional service delivery.

Qualifications

Strong understanding of stock market products such as equities, mutual funds , PMS etc.Excellent communication and interpersonal skillsExperience in client relationship managementProficiency in Microsoft Excel and financial softwareBachelor's degree in Finance, Business, Economics, or related fieldRelevant certifications like NISM Series V



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