Relationship Manager

3 weeks ago


Vadodara, Gujarat, India Elite Consultants Full time

Qualifications - Background Bachelor degree in Marketing or Finance MBA is a plus with minimum 2 years of experience - Sales and Business Development Ability to drive sales and acquire new clients accounts meeting or exceeding targets - Communication Skills Excellent verbal and written communication skills to effectively interact with clients colleagues and stakeholders - Analytical Skills Ability to analyze market trends client data and financial statements to make informed decisions and recommendations - Negotiation Skills Proficiency in negotiating terms pricing and agreements to ensure mutual benefit for the client and the firm Role and Responsibilities - Client Relationship Management Building strong relationships with existing clients to understand their financial goals risk tolerance and investment preferences - Providing personalized advice and recommendations based on their needs and market conditions - Channel Partner Recruitment Develop and execute recruitment strategies to attract and engage top channel partners which also includes - Monitoring and assessing the performance of channel partners providing support and resources to help them achieve their targets and drive mutual success - Investment Advisory Offering expert guidance on equity investments including stocks mutual funds and other financial products - Conducting thorough research and analysis to provide clients with informed investment recommendations aligned with their financial objectives - Sales Strategy Development Developing and implementing effective sales strategies to achieve revenue goals and expand the firm s client base - This includes identifying market opportunities creating marketing campaigns and participating in promotional activities - Portfolio Review and Management Regularly reviewing client portfolios to assess performance rebalance investments and optimize asset allocation - Monitoring market trends and economic developments to make timely adjustments to client portfolios - Compliance and Risk Management Ensuring all client interactions and investment recommendations comply with regulatory requirements and internal policies - Educating clients about investment risks and implementing risk management strategies to protect their investments - Market Research and Analysis Conducting market research and staying updated on industry trends economic indicators and geopolitical events that may impact equity markets - Using data-driven insights to inform investment decisions and client recommendations - Team Collaboration Collaborating with research analysts portfolio managers and other departments within the firm to leverage expertise - Participating in team meetings and sharing insights to enhance client service and satisfaction - Continuous Learning and Development Keeping abreast of changes in financial markets investment products and regulatory requirements through ongoing training and professional development - Continuously enhancing knowledge and skills ref updazz com updazz com



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