Relationship Manager

7 days ago


Jaipur, Rajasthan, India Jobopenning Full time
Job Title: Relationship Manager

Job Summary:

The Relationship Manager will play a pivotal role in fostering and maintaining strong client relationships within our stock broking house. This position is responsible for delivering exceptional service to clients, providing expert guidance on investment opportunities, and ensuring a seamless trading experience.

Key Responsibilities:

  • Client Relationship Management: Acquire new customers and maintain strong relationships with clients, understanding their investment goals and preferences to provide tailored solutions.
  • Advisory Services: Offer expert guidance on market trends, investment strategies, and financial products to help clients make informed decisions.
  • Account Management: Oversee client accounts, ensuring accuracy in trading and compliance with regulatory requirements.
  • Customer Support: Address client inquiries and resolve issues promptly, providing timely updates on market changes and account status.
  • Performance Monitoring: Track and analyze client portfolios, recommending adjustments as necessary to optimize performance.
  • Market Research: Stay informed about market developments, economic indicators, and investment opportunities, sharing insights with clients regularly.
  • Sales Growth: Identify opportunities for upselling and cross-selling financial products and services to enhance client portfolios.
  • Collaboration: Work closely with internal teams (trading, compliance, research) to ensure a cohesive client experience and effective trade execution.

Requirements:

  • Qualifications:
    • Education: Bachelor's degree in Finance, Business, Economics, or a related field; relevant certifications (NISM) are a plus.
    • Experience: 35 years of experience in relationship management, sales, or client advisory roles within the financial services or stock broking industry.
    • Skills:
      • Strong knowledge of financial markets, investment products, and trading processes.
      • Excellent interpersonal and communication skills with a focus on client engagement.
      • Proficient in CRM software and trading platforms.
      • Analytical mindset with the ability to interpret financial data and trends.
    • Attributes:
      • Proactive, client-focused, and results-driven.
      • Strong organizational skills with the ability to manage multiple clients and priorities.
      • High ethical standards and commitment to compliance.

Benefits:

Salary up to 8 LPA, performance-based incentive.



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