Portfolio Management Professional
4 days ago
A Career Opportunity at Anand Rathi Share and Stock Brokers Ltd
We are seeking a skilled and experienced Relationship Manager to join our team at Anand Rathi Share and Stock Brokers Ltd in Coimbatore. As a key member of our team, the successful candidate will be responsible for managing client portfolios, building relationships with clients, and providing investment advice.
Key Responsibilities
- Manage client portfolios effectively, ensuring optimal returns on investments
- Build and maintain strong relationships with clients, understanding their needs and preferences
- Provide expert investment advice, recommending suitable financial products and services
- Foster a positive and professional work environment, contributing to the overall success of the team
Requirements
To be considered for this role, you should have:
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
- Strong knowledge of financial products and markets, including stocks, bonds, and other investment options
- Proven experience in portfolio management and client relationship management
- Relevant certifications, such as CFA, CFP, or NISM
- A bachelor's degree in Finance, Business, Economics, or a related field
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