Relationship Director

1 day ago


Jaipur, Rajasthan, India Jobopenning Full time
Job Description
Job Title: Relationship Director

The Relationship Director will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients, advising them on investment opportunities, and ensuring a seamless trading experience.


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

Requirements
Qualifications:
  1. Education: Bachelor's degree in Finance, Business, Economics, or a related field; relevant certifications (NISM) are a plus.
  2. Experience: 5 years of experience in relationship management, sales, or client advisory roles within the financial services or stock broking industry.
  3. 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.
  4. 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
Benefits: Salary up to 8LPA, performance-based incentive.
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