Financial Strategist

2 days ago


Mount Abu, Rajasthan, India beBeeInvestor Full time ₹ 1,00,00,000 - ₹ 1,50,00,000
Senior Relationship Manager Job Description

We are seeking a highly skilled Senior Relationship Manager to join our sales team. As a key member, you will be responsible for building and maintaining strong relationships with clients, identifying their investment needs, and providing tailored solutions to meet those needs.

Main Responsibilities:

  • Execution of trade orders on behalf of clients
  • Building relationships with clients and educating them about investments
  • Client acquisition as per targets and cross-selling of 3rd party products (MF, Insurance, SIP etc)
  • Client meetings and bank branch visits as per goal sheet
  • Specialized activities: Executing Trade Orders, Advising Clients based on Research Report

Requirements:

  • Graduation (preferably in finance specialization)
  • NISM 8 certification (Equity & derivatives), NISM 5 certification (Mutual Funds), IRDA Certification
  • Stock Market knowledge is mandatory
  • Should possess good communication skills

What We Offer:

A dynamic and challenging work environment that encourages growth and development. If you are a motivated and results-driven individual who is passionate about the financial industry, we would love to hear from you.



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